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Keith Lawrence Shadrick

AXIA ADVISORY CORP·INDIANAPOLIS, Indiana
Series 6, Series 26, Series 52, Series 62, Series 63Clean record27 years registeredAXIA ADVISORY CORP
20 E. 91ST ST, INDIANAPOLIS, IN 46240CRD# 1488626Firm CRD# 107571

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Keith Lawrence Shadrick · INDIANAPOLIS, IN
Registration
CRD #1488626 · AXIA ADVISORY CORP · 27 years registered
Brand Profile
Not yet started
01

Career History

AXIA ADVISORY
Apr 1999 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 26
Series 52
Series 62
Series 63
Registration record
First registered · April 1, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AXIA ADVISORY CORP
CRD 107571 · SEC 801-42110
AUM
$1.5B
Regulatory assets under management
Employees
6
181 client accounts
Services offered by AXIA ADVISORY CORP
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at AXIA ADVISORY CORP →
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05

Frequently Asked Questions

What services does Keith Lawrence Shadrick offer?
Keith Lawrence Shadrick specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are Keith Lawrence Shadrick's credentials?
Keith Lawrence Shadrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Keith Lawrence Shadrick located?
Keith Lawrence Shadrick is based in INDIANAPOLIS, Indiana, working with AXIA ADVISORY CORP. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.
How does Keith Lawrence Shadrick charge for services?
Keith Lawrence Shadrick's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AXIA ADVISORY CORP?
AXIA ADVISORY CORP has approximately 6 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AXIA ADVISORY CORP

Laura Maxwell Perry
INDIANAPOLIS, IN
Matthew Fleck
INDIANAPOLIS, IN

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