AN EXCEPTIONAL LIFE FINANCIAL, LLC
Legal name: TEACH PLAN RETIRE, AEL WEALTH MANAGEMENT
CRD #288742 SEC #801-123528 INDIANAPOLIS, IN 317-941-6492
SEC Registered
Total AUM
$218.2M
Discretionary
$214.1M
Employees
5
Clients
251
Accounts
782
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| EAGLESON, MYCHAL, VASHON | I | PRESIDENT, CCO | E | Control |
| EAGLESON, MYCHAL, VASHON | I | PRESIDENT, CCO | E | Control |
| EAGLESON, MYCHAL, VASHON | I | PRESIDENT, CCO | E | Control |
| EAGLESON, MYCHAL, VASHON | I | PRESIDENT, CCO | E | Control |
| EAGLESON, MYCHAL, VASHON | I | PRESIDENT, CCO | E | Control |
| EAGLESON, MYCHAL, VASHON | I | PRESIDENT, CCO | E | Control |
| EAGLESON, MYCHAL, VASHON | I | PRESIDENT, CCO | E | Control |
| EAGLESON, MYCHAL, VASHON | I | PRESIDENT, CCO | E | Control |
| EAGLESON, MYCHAL, VASHON | I | PRESIDENT, CCO | E | Control |
| EAGLESON, MYCHAL, VASHON | I | PRESIDENT, CCO | E | Control |
| EAGLESON, MYCHAL, VASHON | I | PRESIDENT, CCO | E | Control |
| EAGLESON, MYCHAL, VASHON | I | PRESIDENT, CCO | E | Control |
| EAGLESON, MYCHAL, VASHON | I | PRESIDENT, CCO | E | Control |
| EAGLESON, MYCHAL, VASHON | I | PRESIDENT, CCO | E | Control |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (9)
CA FL GA IL IN MO TX VA WI
Address
5455 W 86TH STSUITE 205
INDIANAPOLIS, IN 46268
United States
Phone: 317-941-6492