AdFi
SA

Sandesh Arles

Investment Adviser Representative at Strive Financial Group, LLC

Carmel, INCRD #5810431Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Sandesh Arles is an investment adviser representative with Strive Financial Group, LLC in Carmel, IN, where they have been registered since 2026. They have worked in the securities industry since 2011 and have been registered with 4 firms, including Elevated Financial Group and Valeo Financial Advisors, LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Indiana.

Office

10201 N. Illinois Street, Suite 325
Carmel, IN 46290

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Indiana

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/29/2012
Series 63
Uniform Securities Agent State Law Examination
Passed 10/22/2010
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/19/2010

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Strive Financial Group, LLCCurrent
4/30/2026 – Carmel, IN
Elevated Financial Group
1/28/2026 – 2/19/2026Indianapolis, IN
Strive Financial Group, LLC
12/16/2025 – 2/2/2026Carmel, IN
Valeo Financial Advisors, LLC
4/2/2024 – 11/19/2025Carmel, IN
Valeo Financial Advisors, LLC
3/27/2024 – 3/27/2024Carmel, IN
Charles Schwab & Co., Inc.
5/30/2012 – 3/8/2024Indianapolis, IN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Charles Schwab & Co., Inc
    Jun 2010 – Feb 2024Indianapolis, IN
  2. Charles Schwab BANK
    Dec 2012 – Feb 2024Indianapolis, IN
  3. Valeo Financial Advisors, LLC
    Mar 2024 – Nov 2025Carmel, IN
  4. Strive Financial Group, LLC
    Dec 2025 – Jan 2026Carmel, IN
  5. Elevated Financial Group
    Jan 2026 – Feb 2026Indianapolis, IN
  6. Strive Financial Group, LLC
    Apr 2026 – no end date reportedCarmel, IN

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Strive Financial Group, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Fixed fee
Estimated blended rate
0.0125
Firm's annual rate schedule by assets
  • First $500,0001.25%
  • Next $500,0000.85%
  • Next $1,000,0000.75%
  • Next $1,000,0000.60%

+3 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial planning services including individualized fiduciary financial advice, group training and classes for recruit classes or incumbents, and guidance on employer benefits and retirement options.

Financial PlanningPortfolio Management for Individuals and Small Businesses
Firm areas of expertise
Firefighter Financial PlanningPensions457 PlansFiduciary AdviceRetirement PlanningGroup Training

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
11
Offices listed on AdvisorFinder:
1
Main office:
Carmel, IN
SEC file number:
801-131400

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 10, 2026

View full firm profile

Other advisors at Strive Financial Group, LLC

10 other advisors in the directory

View Strive Financial Group, LLC firm profile

Similar advisors in Carmel, IN

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sandesh Arles has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched