AN EXCEPTIONAL LIFE FINANCIAL, LLC

AN EXCEPTIONAL LIFE FINANCIAL, LLC of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 288742). Regulatory assets under management: $258.9M.

Registration

• CRD: 288742
• SEC file number: 801-123528
• Type: Registered investment adviser
• Location: 5455 W 86TH ST, SUITE 205, INDIANAPOLIS, IN, 46268
• Phone: 317-941-6492
• Latest filing: 2026-03-26
• Regulatory AUM: $258.9M
• Discretionary AUM: $255.7M
• Non-discretionary AUM: $3.3M
• Clients: 4
• Accounts: 949

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Other.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288742 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search