Christopher Condle
Christopher Condle is a CFP-designated registered investment advisor at Elevated Financial Group, based in Indianapolis, IN, with 23 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 716 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Elevated Financial Group (EFG) manages investments for a fee based on a percentage of the value of your portfolio. The maximum advisory fee will not exceed 1.75%. The specific fee depends on the investment strategy used:
- Tactical & Adaptive ETF Portfolios: 0.50% per year
- Stock/Active Portfolios: 0.75% per year
- SMA Portfolios: 0.20% per year (may incur additional manager fees)
- Options Overlay Strategies: 0.50% - 1.00% per year
Accredited clients participating in private investment strategies will be charged a separate flat fee for EFG's coordination of the investment, ranging from $1,000 to $25,000, in addition to advisory fees.
Location
500 E. 96th Street, Suite 125, Indianapolis, IN, 46240
Get directionsHistory
Regulatory History (1)
Regulatory
June 2025Other Business ActivitiesSells Insurance
Christopher works as a financial advisor for Elevated Financial Group, LLC, dedicating about a quarter of his time. He also engages in insurance sales through multiple entities, including PKS Financial, and is a member of Thistle Investments, an investment in land.
Employment History
Current Registrations
Elevated Financial Group
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Invst, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
MML Investors Services, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.