Bedel Financial Consulting Inc.

Bedel Financial Consulting Inc. (CRD# 105653) is a financial advisory firm headquartered in Indianapolis, IN. They manage $928,526,072 in 3,772 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    929
    MILLION
  • Total Number of Accounts
    3,772
    ACCOUNTS
  • Average Account Value
    $246,163
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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.

AZ, CA, CO, FL, IL, IN, LA, OH, TX

Financial Advisors at Bedel Financial Consulting Inc.
Showing 1 - 10 of 10 top financial advisors.
1
David N. Crossman
CRD#: 2221212
3815 River Crossing Parkway, Suite 120, Indianapolis, IN 46240
96
Wealthminder
score

David Crossman (CRD# 2221212) is an Investment Advisor Representative working at Bedel Financial Consulting Inc. in Indianapolis, IN and has over 25 years of experience in the finance industry.

2
Ryan J. Jeffries
CRD#: 3044822
3815 River Crossing Parkway, Suite 120, Indianapolis, IN 46240
96
Wealthminder
score

Ryan Jeffries (CRD# 3044822) 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 Jeffries 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.

3
Ryan A. Collier
CRD#: 3273908
3815 River Crossing Parkway, Suite 120, Indianapolis, IN 46240
93
Wealthminder
score

Ryan Collier (CRD# 3273908) is an Investment Advisor Representative working at Bedel Financial Consulting Inc. in Indianapolis, IN and has over 17 years of experience in the finance industry.

4
Evan D. Bedel
CRD#: 5004530
3815 River Crossing Parkway, Suite 120, Indianapolis, IN 46240
90
Wealthminder
score

Evan Bedel (CRD# 5004530) 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 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.

5
Anthony Bykovsky
CRD#: 6117109
3815 River Crossing Parkway, Suite 120, Indianapolis, IN 46240
90
Wealthminder
score

Anthony Bykovsky (CRD# 6117109) is an Investment Advisor Representative working at Bedel Financial Consulting Inc. in Indianapolis, IN and has over 5 years of experience in the finance industry.

6
Meredith L. Carbrey
CRD#: 5515511
3815 River Crossing Parkway, Suite 120, Indianapolis, IN 46240
90
Wealthminder
score

Meredith Carbrey (CRD# 5515511) is an Investment Advisor Representative working at Bedel Financial Consulting Inc. in Indianapolis, IN and has 1 year 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 put clients' interests first and comply with the Financial Planning Practice Standards.

7
Kathryn J. Hower
CRD#: 4802547
3815 River Crossing Parkway, Suite 120, Indianapolis, IN 46240
90
Wealthminder
score

Kathryn Hower (CRD# 4802547) is an Investment Advisor Representative working at Bedel Financial Consulting Inc. in Indianapolis, IN and has 1 year 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 put clients' interests first and comply with the Financial Planning Practice Standards.

8
Elaine E. Kops-Bedel
CRD#: 4357703
3815 River Crossing Parkway, Suite 120, Indianapolis, IN 46240
90
Wealthminder
score

Elaine Kops-Bedel (CRD# 4357703) is an Investment Advisor Representative working at Bedel Financial Consulting Inc. in Indianapolis, IN and has 1 year 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 put clients' interests first and comply with the Financial Planning Practice Standards.

9
William J. Wendling
CRD#: 4583949
3815 River Crossing Parkway, Suite 120, Indianapolis, IN 46240
90
Wealthminder
score

William Wendling (CRD# 4583949) is an Investment Advisor Representative working at Bedel Financial Consulting Inc. in Indianapolis, IN and has 1 year of experience in the finance industry.

10
Anthony S. Harcourt
CRD#: 6215637
3815 River Crossing Parkway, Suite 120, Indianapolis, IN 46240
89
Wealthminder
score

Anthony Harcourt (CRD# 6215637) is an Investment Advisor Representative working at Bedel Financial Consulting Inc. in Indianapolis, IN and has over 4 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.