TEACH PLAN RETIRE, AEL WEALTH MANAGEMENT

5455 W 86th St.
Suite 205
Indianapolis, Indiana 46268
Tel: 317-941-6492

About TEACH PLAN RETIRE, AEL WEALTH MANAGEMENT

TEACH PLAN RETIRE, AEL WEALTH MANAGEMENT, formally registered with the SEC as TEACH PLAN RETIRE, AEL WEALTH MANAGEMENT. The firm was established in 03/25/2022. They have over 1 offices throughout the country.

TEACH PLAN RETIRE, AEL WEALTH MANAGEMENT is a Indianapolis, Indiana based Financial Planning firm with nearly $200,536,056 assets under management, offering retirement planning & investment advisory services to 918 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288742
SEC#	801-123528
Assets Managed by Firm	$200,536,056
No. of Clients	918
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops
Other (TAX PREPARATION)

Firm Client Information

	No. of Clients	AUM
Firm Total	918	$200,536,056
Individuals (other than high net worth individuals)	360	$34,749,531
High net worth individuals	49	$156,624,019
Pension and profit sharing plans	8	$9,162,506

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