← Tributary

AN EXCEPTIONAL LIFE FINANCIAL, LLC

INDIANAPOLIS, IN · CRD 288742 · IAPD ↗ · 317-941-6492

$258.9MRegulatory AUM
4Advisory reps
4Employees
0Clients
251-500Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2025 — AN EXCEPTIONAL LIFE FINANCIAL, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — TEACH PLAN RETIRE, AEL WEALTH MANAGEMENT is now doing business as AN EXCEPTIONAL LIFE FINANCIAL, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
65
May 2024 — TEACH PLAN RETIRE, AEL WEALTH MANAGEMENT now reports custody of client assets ($77.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.