Sarah Mahaffa (CRD# 5547676) is an Investment Advisor Representative working at Bedel Financial Consulting Inc. in Indianapolis, IN and has over 9 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 put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5062898
Halter Ferguson Financial Inc.
Score
103
CRD# 2807887
I4 Advisors LLC
Score
83
CRD# 6435426
Halter Ferguson Financial Inc.
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bedel Financial Consulting, Inc. | Indianapolis, IN | Oct 2016 - Current | 1 |
| 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 |
- IN
-
Total Assets Under Management996MILLIONS
-
Total Number of Accounts3,350ACCOUNTS
-
Average Account Value$297,462
- A percentage of assets under your management
- Hourly charges
- 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, LA, OH, TX
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