Teach Plan Retire, Ael Wealth Management

Teach Plan Retire, Ael Wealth Management (CRD# 288742) is a financial advisory firm headquartered in Indianapolis, IN. They manage $200,536,056 in 918 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
5455 W 86th St., Suite 205, Indianapolis, IN 46268
https://www.facebook.com/teachplanretire/
By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Teach Plan Retire, Ael Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Mychal Eagleson, financial advisor Indianapolis IN
Mychal V. Eagleson
CRD#: 5890838
5455 W 86th St., Suite 205, Indianapolis, IN 46268

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.

2
Charles Skinner, financial advisor Indianapolis IN
Charles R. Skinner
CRD#: 2933971
5455 W 86th St., Suite 205, Indianapolis, IN 46268

Charles Skinner (CRD# 2933971) is an Investment Advisor Representative working at Teach Plan Retire, Ael Wealth Management in Indianapolis, IN and has over 26 years of experience in the finance industry.

3
Kaylee Bjarnason, financial advisor Indianapolis IN
Kaylee S. Bjarnason
CRD#: 7785536
5455 W 86th St., Suite 205, Indianapolis, IN 46268

Kaylee Bjarnason (CRD# 7785536) is an Investment Advisor Representative working at Teach Plan Retire, Ael Wealth Management in Indianapolis, IN and has 1 year of experience in the finance industry.

4
Thomas Farrer, financial advisor Indianapolis IN
Thomas J. Farrer
CRD#: 7236529
5455 W 86th St., Suite 205, Indianapolis, IN 46268

Thomas Farrer (CRD# 7236529) is an Investment Advisor Representative working at Teach Plan Retire, Ael Wealth Management in Indianapolis, IN and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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