Sarah Mahaffa
CRD Number: 5547676Current Firm: Bedel Financial Consulting Inc.
Compensation Model: Fee Only
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.
CRD# 838414
Canterbury Investment Management, LLC

CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated

CRD# 1660255
Park Avenue Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bedel Financial Consulting, Inc. | Indianapolis, IN | Oct 2016 - Current | 4 |
Charles Schwab & Company, Inc. | Indianapolis, IN | Jun 2008 - Oct 2016 | 8 |
Purdue University | West Lafayette, IN | Jan 2006 - May 2008 | 2 |
Pizza Hut | West Lafayette, IN | Oct 2002 - May 2008 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2008 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2010 |
-
Total Assets Under Management1,429MILLIONS
-
Total Number of Accounts3,950ACCOUNTS
-
Average Account Value$361,799
- 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, IL, IN, KY, LA, MA, NC, NE, OH, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.