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Michael Samuel Shrift

Monument Advisers

Carmel, IN

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Current Employers
Monument Advisers

550 Congressional Blvd Suite 350, Carmel, IN 46032 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-10-16
  • IN RA
    APPROVED
    Since 2024-10-16

Branch Locations

550 Congressional Blvd Suite 350, Carmel, IN 46032 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massmutual Life Insurance Company Indianapolis IN 12/2020 11/2022
Mml Investors Services, Llc Indianapolis IN 03/2021 11/2022
Community Health Network Indianapolis IN 07/2014 06/2021
Aspire Health Indiana Carmel IN 10/2022 10/2024
Monument Advisers Carmel IN 10/2024 Present
  • 12/2020 → 11/2022
    Massmutual Life Insurance Company
    Indianapolis, IN
  • 03/2021 → 11/2022
    Mml Investors Services, Llc
    Indianapolis, IN
  • 07/2014 → 06/2021
    Community Health Network
    Indianapolis, IN
  • 10/2022 → 10/2024
    Aspire Health Indiana
    Carmel, IN
  • 10/2024 → Present
    Monument Advisers
    Carmel, IN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-20
  • S66 Uniform Combined State Law Examination
    2021-07-20
Other Names
  • Michael Shrift

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WILLIAMSON LEGACY GROUP, LLC

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

More in Carmel, IN

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