Michael Chandler Shively,  CFP<sup>&reg;</sup> - Financial Advisor

Michael Chandler Shively, CFP®

Associate Wealth Advisor

Corient

8154 N Richardt Ave
Indianapolis, IN 46256-1622
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General

Michael Shively is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Corient in Indianapolis, IN and the surrounding communities.

Financial Advisor Experience

7 years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Getting Married, Identity Theft, Job Loss, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Tangible Assets, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes

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