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RIA / WealthAdvisor10 years in industry

Stephanie Ashley

Advisor at ELEVATED FINANCIAL GROUP

INDIANAPOLIS, IN | Indianapolis, IN

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Search this name across graphsid dfx:ria:8709b080-91f0-a451-d3f2-2bef45056e8f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Feb 23, 2018 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ELEVATED FINANCIAL GROUP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Apr 26, 2017
First registration: Feb 23, 2018
Dual registered: no
Other names: Stephanie Nicole Nerding|STEPHANIE N ASHLEY
IAPD individual key: 6735501

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ELEVATED FINANCIAL GROUP	Independent wealth	May 30, 2025	n/a	yes	Indianapolis, IN\|INDIANAPOLIS, IN	Current employment
INVST, LLC	Independent wealth	May 2, 2023	Jun 2, 2025	no	INDIANAPOLIS, IN	Previous registration
BEACON POINTE ADVISORS, LLC	Independent wealth	Mar 23, 2022	Mar 27, 2023	no	INDIANAPOLIS, IN\|NEWPORT BEACH, CA	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Aug 20, 2018	Mar 17, 2022	no	INDIANAPOLIS, IN	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Feb 23, 2018	Aug 2, 2018	no	Indianapolis, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INVST, LLC	ELEVATED FINANCIAL GROUP	Jun 2, 2025	May 30, 2025	-3	Firm change	RIA to RIA
BEACON POINTE ADVISORS, LLC	INVST, LLC	Mar 27, 2023	May 2, 2023	36	Firm change	RIA to RIA
COMMONWEALTH FINANCIAL NETWORK	BEACON POINTE ADVISORS, LLC	Mar 17, 2022	Mar 23, 2022	6	Firm change	Ibd to RIA
CHARLES SCHWAB & CO., INC.	COMMONWEALTH FINANCIAL NETWORK	Aug 2, 2018	Aug 20, 2018	18	Firm change	Ibd to ibd

Relationships

Registered with (5)

→ ELEVATED FINANCIAL GROUPRegistered adviserregistration: current employment
May 30, 2025 to presentfactForm ADV
→ INVST, LLCRegistered adviserregistration: previous registration
May 2, 2023 to Jun 2, 2025factForm ADV
→ BEACON POINTE ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 23, 2022 to Mar 27, 2023factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Aug 20, 2018 to Mar 17, 2022factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Feb 23, 2018 to Aug 2, 2018factForm ADV

Dated events

Occurred
Jun 2, 2025
Advisor changed firm
Stephanie Ashley left Invst, Llc for Elevated Financial Group (registered 2025-05-30)
Form ADVobserved 6 days ago
Occurred
Mar 27, 2023
Advisor changed firm
Stephanie Ashley left Beacon Pointe Advisors, Llc for Invst, Llc (registered 2023-05-02)
Form ADVobserved 6 days ago
Occurred
Mar 17, 2022
Advisor changed firm
Stephanie Ashley left Commonwealth Financial Network for Beacon Pointe Advisors, Llc (registered 2022-03-23)
Form ADVobserved 6 days ago