Felipe Baeza Correa

CIVITAS FINANCIAL LLC

INDIANAPOLIS, IN 46278

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CRD#: 7974753

Professional summary

Felipe Baeza Correa, who also goes by Felipe Baeza, is a registered financial advisor currently at CIVITAS FINANCIAL LLC located in Indianapolis, Indiana.

Felipe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Felipe has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Felipe Baeza

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.

1) Caris Financial Holdings; Not investment related; 7820 Innovation Blvd Ste 225 Indianapolis IN 46278; Finance; Finance Manager; 04/01/2023; 20 hours per month; 14 hours during security hours; Help optimize profit, expenses, and revenue via creation of automated reports. I also work directly with the operations department on execution of current and new systems via the data and tracking of financial forecasting and analytics. 2) American Senior Benefits; Investment related; 7820 Innovation Blvd Ste 225 Indianapolis IN 46278; Selling life and health insurance; Insurance Agent; 04/01/2023; 20 hours per month; 14 hours during security hours; Prospecting, marketing, and running appointments with potential clients educating about the different possibilities available according to their needs. 3) Baeza Financial Solutions, LLC: Not investment Related; 7820 Innovation Blvd Ste 225 Indianapolis IN 46278; Consulter; Owner; 01/2024; 1hr/mo; 0 hours during trading; Personal Accounting 4) Civitas Alliance LLC DBA Civitas Benefits Group; Investment related; 7820 Innovation Blvd Ste 225 Indianapolis IN 46278; Selling group benefits; Owner since 07/2024; 10 hours per month; Prospecting, marketing, and running appointments with potential clients educating about the different possibilities available according to their needs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Felipe Baeza Correa's 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

August 29, 2025 - Present

CIVITAS FINANCIAL LLC

Office #1: 7820 Innovation Blvd Ste 225, Indianapolis, IN 46278

RIA

CRD#: 338379

INDIANAPOLIS, IN

Past

January 2, 2025 - September 11, 2025

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

Indianapolis, IN

Past

August 28, 2024 - January 2, 2025

INTEGRITY ALLIANCE, LLC.

RIA

CRD#: 139627

Indianapolis, IN

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
(8/29/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/15/2024

Uniform Investment Adviser Law Examination

Current Firm

CIVITAS FINANCIAL LLC

CRD#: 338379 / SEC#:

Indiana

Registered Investment Advisory firm - (8/29/2025 Approved)

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Contact information

Main Address

7820 Innovation Blvd Ste 225, Indianapolis, IN 46278

Mailing Address

Phone number

(317) 956-2027

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Felipe Baeza Correa

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Felipe Baeza Correa's CRS (Customer Relationship Summary).

Certified licenses

Experience

CIVITAS FINANCIAL LLC

GRADIENT ADVISORS, LLC

INTEGRITY ALLIANCE, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/15/2024

Current Firm

CIVITAS FINANCIAL LLC

Contact information

Documents

Red Flags

Company Information

CIVITAS FINANCIAL LLC

TRUST BUT VERIFY

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