Bedel Financial Consulting Inc.
Bedel Financial Consulting Inc. (CRD# 105653) is a financial advisory firm headquartered in Indianapolis, IN. They manage $2,137,382,356 in 4,806 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management2,137MILLION
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Total Number of Accounts4,806ACCOUNTS
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Average Account Value$444,732
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, FL, GA, IL, IN, KY, LA, MA, MI, MN, NC, OH, OR, PA, SC, TN, TX, WA
Catherine Arndt (CRD# 7075704) is an Investment Advisor Representative working at Bedel Financial Consulting Inc. in Indianapolis, IN and has 1 year of experience in the finance industry.
Evan Bedel (CRD# 5004530) is the Generation NeXt Team Leader and Director of Finance & Strategy at Bedel Financial Consulting Inc. in Indianapolis, IN and has 11 years of experience in the finance industry. Evan Bedel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Meredith Carbrey (CRD# 5515511) is a Senior Wealth Advisor at Bedel Financial Consulting Inc. in Indianapolis, IN and has 24 years of experience in the finance industry. Meredith Carbrey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Ryan Collier (CRD# 3273908) is an Investment Advisor Representative working at Bedel Financial Consulting Inc. in Indianapolis, IN and has over 19 years of experience in the finance industry. Ryan is a Certified Investment Management Analyst®.
David Crossman (CRD# 2221212) is a Senior Portfolio Manager at Bedel Financial Consulting Inc. in Indianapolis, IN and has over 26 years of experience in the finance industry. David is a Chartered Financial Analyst™ charter holder.
Anthony Harcourt (CRD# 6215637) is an Investment Advisor Representative working at Bedel Financial Consulting Inc. in Indianapolis, IN and has over 10 years of experience in the finance industry.
Kathryn Hower (CRD# 4802547) is a Sr. Wealth Advisor and Director of Financial Planning at Bedel Financial Consulting Inc. in Indianapolis, IN and has 20 years of experience in the finance industry. Kathryn Hower has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Jonathan Koop (CRD# 6101560) is an Investment Advisor Representative working at Bedel Financial Consulting Inc. in Indianapolis, IN and has over 11 years of experience in the finance industry.
Elaine Kops-Bedel (CRD# 4357703) is the President and CEO of Bedel Financial Consulting Inc. in Indianapolis, IN and has 34 years of experience in the finance industry. Elaine Kops-Bedel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Sarah Mahaffa (CRD# 5547676) is an Sr. Wealth Advisor at Bedel Financial Consulting Inc. in Indianapolis, IN and has over 10 years of experience in the finance industry. Sarah Mahaffa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.