Mychal Eagleson, financial advisor Indianapolis IN
93 score

Mychal Eagleson

CRD Number: 5890838
Current Firm: An Exceptional Life Financial, LLC

Mychal Eagleson (CRD# 5890838) is an Investment Advisor Representative working at An Exceptional Life Financial, LLC in Indianapolis, IN and has over 5 years of experience in the finance industry. Mychal Eagleson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
An Exceptional Life Financial, LLC Indianapolis, IN Jun 2017 - Current 1
Bkd Wealth Advisors, LLC Indianapolis, IN Oct 2015 - Jun 2017 1
Schwab Private Client Investment Advisory, Inc. Indianapolis,, IN May 2014 - Sep 2015 1
Eagleson Financial Planning LLC Whitestown, IN May 2013 - May 2014 1
Pnc Bank Lebanon, IN Dec 2012 - May 2013 < 1
Msd Washington Township Indianapolis, IN Aug 2012 - Dec 2012 < 1
Zionsville Community Schools Zionsville, IN Mar 2012 - Aug 2012 < 1
Charles Schwab & Company, Inc. Indianapolis, IN Feb 2011 - Mar 2012 1
Pnc Bank Zionsville, IN Jun 2008 - Feb 2011 2
Pike High School Indianapolis, IN Aug 2004 - May 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2013
S63 Uniform Securities State Law Examination Jun 2014
Contact Info for Mychal V. Eagleson
Phone Number: 317-941-6492
Registered State(s):
  • IN
Current Firm Details
An Exceptional Life Financial, LLC
Firm's CRD Number: 288742
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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