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CRD 125963
INDIANAPOLIS, IN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MICHAEL RAY MCCRACKEN | Certified Financial Planner|Chartered Financial Consultant | INDIANAPOLIS, IN | 23 | 36 | 1 | no |
| TERRI LYNN KONTNEY | n/a | INDIANAPOLIS, IN | 23 | 29 | 1 | no |
| Jeffrey James Gardner | n/a | INDIANAPOLIS, IN | 8 | 13 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| MCCRACKEN, APRIL, LYNN | MEMBER OFFICER/MEMBER | D | yes | 03/2003 | Aug 21, 2026 | Aug 21, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 16, 2026 | $131M | $131M | 4 | 3 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $146M | n/a | n/a | n/a | n/a | 4 | n/a | 0 | n/a |