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Mychal Vashon Eagleson

Dedicated to serving educators, medical professionals, and families with special needs

An Exceptional Life Financial, LLC

Indianapolis

IN

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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Tax Planning
  • Pension Consulting
    • -401k
    • -403b
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
An Exceptional Life Financial, LLC 1 year, 6 months Jun 2017 - Present
Bkd Wealth Advisors, LLC 1 year, 8 months Oct 2015 - Jun 2017
Schwab Private Client Investment Advisory, Inc. 1 year, 4 months May 2014 - Sep 2015
Eagleson Financial Planning LLC 1 year May 2013 - May 2014
Pnc Bank 5 months Dec 2012 - May 2013
Msd Washington Township 4 months Aug 2012 - Dec 2012
Zionsville Community Schools 5 months Mar 2012 - Aug 2012
Charles Schwab & Co., Inc. 1 year Feb 2011 - Mar 2012
Pnc Bank 2 years, 8 months Jun 2008 - Feb 2011

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • XY Planning Network
    Membership
    XY Planning Network
    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
  • Accredited Asset Management Specialist
    Designation
    Accredited Asset Management Specialist
    Individuals holding this designation are well versed in asset management processses, asset allocation and selection, taxation of investment products, investments and insurance for both individuals and businesses
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 13, 2018
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Oct 13, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

An Exceptional Life Financial, LLC

Last updated on July 12, 2017
    • N/A
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • N/A
      Accounts
    • N/A
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees