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Stephanie Ashley

Elevated Financial Group

Indianapolis, IN

Indianapolis, IN

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Current Employers
Elevated Financial Group

500 E. 96Th Street Suite 125, Indianapolis, IN 46240 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-05-30
  • IN RA
    APPROVED
    Since 2025-05-30

Branch Locations

500 E 96Th Street Suite 125, Indianapolis, IN 46240 • United States

500 E. 96Th Street Suite 125, Indianapolis, IN 46240 • 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
Charles Schwab & Co., Inc Indianapolis IN 12/2016 07/2018
Commonwealthfinancial Network Waltham MA 07/2018 03/2022
Goldstein Group Financial Advisors Indianapolis IN 07/2018 03/2022
Beacon Pointe Advisors, Llc Indianapolis IN 03/2022 03/2023
Purshe Kaplan Sterling Investments Albany NY 03/2022 03/2023
Unemployed Noblesville IN 08/2016 12/2016
Invst, Llc Indianapolis IN 04/2023 05/2025
Elevated Financial Group Indianapolis IN 05/2025 Present
  • 12/2016 → 07/2018
    Charles Schwab & Co., Inc
    Indianapolis, IN
  • 07/2018 → 03/2022
    Commonwealthfinancial Network
    Waltham, MA
  • 07/2018 → 03/2022
    Goldstein Group Financial Advisors
    Indianapolis, IN
  • 03/2022 → 03/2023
    Beacon Pointe Advisors, Llc
    Indianapolis, IN
  • 03/2022 → 03/2023
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 08/2016 → 12/2016
    Unemployed
    Noblesville, IN
  • 04/2023 → 05/2025
    Invst, Llc
    Indianapolis, IN
  • 05/2025 → Present
    Elevated Financial Group
    Indianapolis, IN
Previous Registrations
Other Businesses

INSURANCE AGENT. VARIOUS CARRIERS. NOT INVESTMENT RELATED. TIME SPENT = 10 HOURS PER MONTH.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-23
S63 Uniform Securities Agent State Law Examination 2017-04-26
  • S66 Uniform Combined State Law Examination
    2018-02-23
  • S63 Uniform Securities Agent State Law Examination
    2017-04-26
Other Names
  • Stephanie Nicole Nerding
  • Stephanie N Ashley

View on SEC IAPD

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Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

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