CARMELETA ELAINE BEAGLE
Portfolio Strategy and Wealth Management for Busy Investors
Financial Consultant & Investment Advisor
Quarterly Portfolio DriftLive
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Live portfolio drift data. Past performance is indicative of future results.
Advisor • Portfolio Strategist • Educator
About Carmeleta
Focus Areas
Professional Information
I'm Carmeleta Elaine Beagle, a Financial Advisor with Northwestern Mutual Investment Services, LLC (CRD#: 5280409), based in Indianapolis, IN. With over 18 years of experience in financial services, I specialize in helping busy professionals and families build disciplined, evidence-based investment strategies that align with their long-term goals.
Our Dedicated Professionals
Meet the Team
Our team is comprised of experienced and passionate professionals dedicated to providing exceptional service and guidance. We believe in fostering strong relationships and working collaboratively to achieve the best outcomes for our clients.
Professional working environment - Committed to providing personalized financial planning from a modern, organized workspace with a scenic ocean view backdrop.
Approachable & Professional - A warm, confident presence ready to guide you through your financial journey in a natural, inviting environment.
Collaboration & Expertise - Our team of dedicated professionals working together to deliver exceptional service with diverse expertise and a shared commitment to excellence.
CARMELETA ELAINE BEAGLE
My Premium Services
Personal Financial Consulting
Comprehensive financial planning tailored to your unique goals, risk tolerance, and life circumstances.
Stock Brokerage & Diversification
Evidence-based portfolio construction with ETF allocation, factor tilts, and disciplined rebalancing.
Retirement Planning & Investing
Strategic retirement income planning, tax-aware investing, and legacy planning for long-term security.
Registered Investment Advisor • Insurance Agent • Wealth Manager
Experience
Financial AdvisorPresent
Northwestern Mutual Investment Services, LLC
- Providing comprehensive financial planning and portfolio management services to clients in Indianapolis, IN and surrounding areas.
- Serving clients with evidence‑based investment strategies, goals‑based planning, and personalized wealth management solutions.
- Office located at Indianapolis, IN.
Fixed Insurance Products Agent2023 - Present
BG Insurance SVCS LLC
- Licensed to sell fixed insurance products (January 2023).
- Active in insurance sales and client consultations since June 2023.
Owner & Founder2024 - Present
Assurance Wealth & Financial, LLC
- Established independent financial services practice (March 19, 2024).
- Provides insurance commission services and comprehensive wealth management solutions.
Senior Financial Advisor & Portfolio Lead2013 - 2024
Independent / Private Clients
- Guided families and professionals across market cycles with goals‑based planning.
- Built evidence‑based portfolios with risk budgeting and tax awareness.
- Delivered ongoing education via webinars, ebooks, and quarterly letters.
Associate Advisor2010 - 2013
Regional Wealth Firm
- Led due diligence on ETFs, factor strategies, and municipal ladders.
- Co‑authored firm's investment policy statement (IPS) refresh.
Real-time client portfolio analytics
Portfolio Performance Metrics
Live portfolio metrics updated in real-time
Last updated: --:--:-- • Data refreshes automatically every 60 seconds
* Metrics are aggregated and anonymized. Individual client results may vary. Past performance is not indicative of future results.
Discipline over headlines
Portfolio Strategy
Core ETF Allocation
Broad market exposure with factor tilts for size, quality, and profitability.
Risk Budgeting
We set guardrails ahead of time and rebalance methodically, not emotionally.
Tax Awareness
Asset location, loss harvesting, and cash‑flow planning to keep more of what you earn.
Client Progress TrackerLive
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Live client progress data. For illustration only. Not investment advice.
CEB Portfolio Holdings
Portfolio Overview
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Professional Registrations & Qualifications
License(s)
State Registrations
* B = Broker, IA = Investment Advisor
SRO Registrations
E‑books • Guides • Letters • Policies
Research Library
LEARN AND EARN STRATEGY - LIFETIME ACCESS
20 Hours Program
Module 1
Understand investing on a deeper level and learn to think like a professional financial advisor. Master the fundamentals of evidence-based investing, risk management, and portfolio construction.
Module 2
Complete and detailed financial plan with clear investment objectives, risk tolerance assessment, and target allocations. Our step-by-step weekly routine on how to monitor and manage your portfolio.
Module 3
Get immediate access to 5 powerful Learn and Earn strategies customized for different market conditions and platforms (like ETFs, factor tilts, tax-advantaged accounts, and retirement planning).
Learn & Earn Strategy
Professional Financial Planning
Module 4
Advanced techniques on how to manage your portfolio, increase your investment returns, and have an edge over market volatility through disciplined rebalancing and tax-efficient strategies.
Module 5
Emphasize your financial strengths & weaknesses, and develop a daily routine that fits your time, lifestyle, and long-term expectations. Build sustainable wealth through consistent, evidence-based practices.
OBJECTIVE & RELIABLE
Learn and Earn Strategy's evidence-driven approach identifies optimal entry points at market lows and strategic exits at market highs. Early adopters of the Learn and Earn Strategy have reported consistent portfolio growth through disciplined, systematic investing. The strategy's laser-precise timing and automated portfolio alerts remove emotion and guesswork, ensuring entry at statistically optimal moments and exit when profit objectives are met, turning volatile market swings into reliable wealth-building opportunities.
OBJECTIVE
TECHNICAL
ANALYSIS
Interactive sessions with live Q&A
Upcoming Webinars
Year‑End Planning ChecklistDec 10, 12:00 pm–12:45 pm
Smart moves before the calendar flips: tax, retirement, and cash planning.
Investing, SimplyNov 14, 5:30 pm–6:15 pm
How to build a diversified, resilient portfolio without guesswork.
Retirement Income 101Nov 20, 6:00 pm–6:45 pm
Turning savings into a durable paycheck with sequence‑of‑returns awareness.
Connect your portfolio and optimize your Income!
POWERFUL & FLEXIBLE
Learn and Earn Strategy can be used to:
Draw Support and Resistance levels for better entry and exit timing
Identify optimal portfolio rebalancing opportunities
Plan tax-efficient investment strategies across different account types
Optimize asset allocation based on market conditions and risk tolerance
Create systematic investment routines that fit your lifestyle
Real feedback from long‑term relationships
Client Reviews
Angela P.
Founder, AP Studio
Carmeleta pairs deep market knowledge with calm, practical guidance. My portfolio finally has structure and purpose.
Victor L.
CTO, FinOps
Clear, honest, and data-driven. The quarterly reviews are a game changer.
Sophie R.
Medical Consultant
Helped me build a retirement plan that actually fits my lifestyle and risk tolerance.
Gurpreet S.
Small Business Owner
Transparent fees and disciplined risk management. Highly recommend.
Ethan M.
Engineer
The webinars are incredibly practical, no fluff, just what to do and why.
Helena D.
Designer
I appreciate the emphasis on education and patient explanations.
Our Journey Together
Moments & Memories
These images capture the essence of our professional relationships, community involvement, and the collaborative spirit that drives our commitment to excellence in financial planning.
Dedicated Service - A modern, functional workspace showcasing commitment to providing personalized financial planning services with flexibility and dedication.
Building Connections - Networking and building meaningful professional relationships at industry events, fostering community and collaboration.
Community Engagement - Celebrating our diverse community and the positive energy that drives our mission forward, showcasing camaraderie at professional events.
Let's start with a simple conversation
Get in Touch
Book an Introductory Call
20 minutes to understand your goals and next steps.
Office & Links
Securities and advisory services offered through Northwestern Mutual Investment Services, LLC, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and investment advisor, Member SIPC. This site is for informational purposes and not an offer to sell or solicit any security. Past performance does not guarantee future results. For complete information, see FINRA BrokerCheck.