Mychal Eagleson, financial advisor Indianapolis IN

Mychal Eagleson

CRD Number: 5890838
Current Firm: Teach Plan Retire, Ael Wealth Management

Mychal Eagleson (CRD# 5890838) is an Investment Advisor Representative working at Teach Plan Retire, Ael Wealth Management in Indianapolis, IN and has over 10 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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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
Company Name Location Dates Years
An Exceptional Life Financial, LLC Indianapolis, IN Jun 2017 - Current 6
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
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):
  • CA
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    201
    MILLIONS
  • Total Number of Accounts
    918
    ACCOUNTS
  • Average Account Value
    $218,449
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
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, FL, GA, IN, MO, TX, VA, WI

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