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 |
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Total Assets Under Management1,429MILLIONS
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Total Number of Accounts3,950ACCOUNTS
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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
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