Shane Michael Fagan

Employer firm

Reify Wealth Advisors, Inc. CRD 121978

$524M regulatory AUM 149 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2017 → 01/2019
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 10/2015 → 07/2017
  Bags Parking Services
  Orlando, FL
• 08/2015 → 07/2017
  Conrad Santiago And Associates Of Ameriprise Financial
  Orlando, FL
• 01/2014 → 08/2017
  University Of Central Florida
  Orlando, FL
• 01/2019 → 04/2020
  American Funds
  Carmel, IN
• 04/2020 → 01/2021
  American Funds
  Carmel, IN
• 01/2021 → 04/2022
  American Funds
  Carmel, IN
• 04/2022 → 07/2023
  American Funds
  Carmel, IN
• 03/2024 → 10/2025
  Worley Erhart-Graves Financial Advisors, Inc.
  Indianapolis, IN
• 10/2025 → Present
  Reify Wealth Advisors, Inc. Fka Worley Erhart-Graves
  Indianapolis, IN
• 07/2023 → 01/2024
  Invst Llc
  Indianapolis, IN
• 01/2024 → 03/2024
  Umemployed
  Indianapolis, IN

Previous Registrations

• 2019-02-22 → 2023-09-15
  Capital Client Group, Inc.
  Carmel, IN
• 2018-01-22 → 2019-01-10
  Charles Schwab & Co., Inc.
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2018-01-22
• S63 Uniform Securities Agent State Law Examination
  2017-12-11

Other Names

• Shane Fagan
• Shane Michael Fagan
• Shane M Fagan