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9998 Crosspoint Blvd Suite 320, Indianapolis, IN 46256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-11-04 |
Branch Locations
9998 Crosspoint Blvd Suite 320, Indianapolis, IN 46256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plan Wise Wealth Group, Llc | Fortville | IN | 10/2024 | Present |
| Ra Wealth Group | Fortville | IN | 08/2022 | 12/2024 |
| Ra Marketing | Fortville | IN | 10/2016 | Present |
| Able Financial Group | Centennial | CO | 04/2014 | 10/2016 |
| Plan Wise Insurance Group, Llc | Fortville | IN | 12/2024 | Present |
(1) Plan Wise Insurance Group, LLC; Inv. related: yes; Address: Fortville, IN; Nature: Insurance; Title: Co-Owner/Insurance Agent; Start: 12/2024; Hours/mo: 15; during securities trading: 0 (2) RA Marketing; related: no; Address: Fortville, IN; Nature: Marketing ; Title: Co-Owner; Start: 10/2016; Hours/mo: 20; during securities trading: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-27 |
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