SourcingSourcing

AN EXCEPTIONAL LIFE FINANCIAL, LLC

C46
CRD 288742·SEC 801-123528·INDIANAPOLIS, IN
AUM
$258.9M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$777K
@ 30% margin
Est. Deal Value
$6.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AN EXCEPTIONAL LIFE FINANCIAL, LLC
CRD
288742
SEC file #
801-123528
EIN
—
DBA names
—

Economics

AUM
$258.9M
AUM band
$100M-$500M
AUM trajectory
'23'26
$180.5M → $258.9M▲ +43%
Client mix
Individuals Other317
Individuals High Net Worth53
Pension Profit Sharing Plans8

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'23'26
5 advisors → 4 advisors▼ -20%
Primary office
INDIANAPOLIS IN
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
facebook.com/teachplanretire(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EAGLESON, MYCHAL, VASHON
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
EAGLESON, MYCHAL, VASHON
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1376
Soi Zip Pct 200k Plus
0.0217
Soi Zip Returns 200k Plus
290
Soi Zip Total AGI
777,430
Fdic Zip Total Deposits
14,000,135,000
Fdic Zip Branch Count
416
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Regions Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Fidelity4
Altruist4
E*trade4
Fdic Zip Branches Raw
Peoples Bank & Trust CompanyIndianapolis, IN
First of America Bank-IndianaIndianapolis, IN
Fdic Zip HHI
919.07
Fdic Zip Top Bank Share Pct
22.27
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI48,760
Returns3,760
Stub 2
AGI150,257
Returns4,000
Stub 3
AGI154,808
Returns2,530
Soi Zip Total Business Income
17,846
Soi Zip Total Cap Gains
11,831
Soi Zip Total Dividends
15,275
Soi Zip Total Returns
13,370
Top Owner CRD
5890838
Trust Company Affiliate
No

People (4)

4
EAGLESON, MYCHAL, VASHON
IAR · Direct Owner · 87.5%
5890838
CHARLES RICKY SKINNER
IAR
2933971
Kaylee Stefanie Bjarnason
IAR
7785536
Sarah Ann Sepulveda
IAR
7296785