Bdk Financial Services, Inc.

Bdk Financial Services, Inc. (CRD# 122618) is a financial advisory firm headquartered in , . They manage $29,970,470 in 197 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    197
    ACCOUNTS
  • Average Account Value
    $152,134
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, MI, TX

Financial Advisors at Bdk Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Donald G. Wylin
CRD#: 2302361
Indianapolis, IN
96
Wealthminder
score

Donald Wylin (CRD# 2302361) is an Investment Advisor Representative working at Bdk Financial Services, Inc. in Indianapolis, IN and has over 23 years of experience in the finance industry. Donald Wylin 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.

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