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ER

Elizabeth A. Reed

EVERNEST FINANCIAL ADVISORS
Carmel, IN 46032
Some features on this profile are disabled
CRD#: 7973324
ER

Professional summary

Elizabeth Anne Reed is a registered financial advisor currently at EVERNEST FINANCIAL ADVISORS located in Carmel, Indiana.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Elizabeth has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Anne Reed's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 16, 2025 - Present

EVERNEST FINANCIAL ADVISORS

Office #1: 75 Executive Dr Suite B, Carmel, IN 46032
RIA
CRD#: 328161
Carmel, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EF
EVERNEST FINANCIAL ADVISORS
EVERNEST FINANCIAL ADVISORS

CRD#: 328161 / SEC#: 801-128908

RIA
Registered Investment Advisory firm - (10/30/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Indiana
(1/16/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/24/2023
Uniform Investment Adviser Law Examination

Current Firm

EF
EVERNEST FINANCIAL ADVISORS
EVERNEST FINANCIAL ADVISORS

CRD#: 328161 / SEC#: 801-128908

RIA
Registered Investment Advisory firm - (10/30/2023 Approved)
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Contact information

Main Address
75 Executive Dr Suite B, Carmel, IN 46032
Mailing Address
Phone number
(317) 556-1015
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (18 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EVERNEST ADV 2A 2024 (3/31/2025)

Regulatory assets under management

Total Number of Accounts1,261
AUM (Assets Under Management)$ 904,957,436

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

EVERNEST FINANCIAL ADVISORS

CRD#: 328161Carmel, IN 46032

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