Investment adviser representative · An Exceptional Life Financial, LLC
Sarah A. Sepulveda
CRD 7296785 · Indianapolis, IN
At a glance
Sarah A. Sepulveda is an investment adviser representative with An Exceptional Life Financial, LLC in Indianapolis, IN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Sarah’s SEC record dates to 2021, about 5 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- An Exceptional Life Financial, LLCSince October 2023Indianapolis, IN · $259M in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Sarah’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at An Exceptional Life Financial, LLC
- Kaylee S. BjarnasonIndianapolis
- Mychal V. EaglesonIndianapolis · Certified Financial Planner
- Charles R. SkinnerIndianapolis · Certified Financial Planner
- Demi D. WendelIndianapolis
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