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

More Retirement Planning firms in Indianapolis, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC 111 Congressional Blvd., Suite 100 Carmel, IN, 46032	$4,946,760,100	2231	42

Explore More Retirement Advisors in Indianapolis, Indiana

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.