Bedel Financial Consulting Inc.

Bedel Financial Consulting Inc. (CRD# 105653) is a financial advisory firm headquartered in Indianapolis, IN. They manage $1,891,843,522 in 4,299 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,892
    MILLION
  • Total Number of Accounts
    4,299
    ACCOUNTS
  • Average Account Value
    $440,066
Compensation Options
  • A percentage of assets under your management
  • 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, KY, LA, MA, NC, NE, OH, PA, TN, TX, WA

Financial Advisors at Bedel Financial Consulting Inc.
Showing 1 - 10 of 14 top financial advisors.
1
Catherine R. Arndt
CRD#: 7075704
8940 River Crossing Blvd., Suite 120, Indianapolis, IN 46240

Catherine Arndt (CRD# 7075704) is an Investment Advisor Representative working at Bedel Financial Consulting Inc. in Indianapolis, IN and has 1 year of experience in the finance industry. Catherine Arndt 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.

2
Evan D. Bedel
CRD#: 5004530
8940 River Crossing Blvd., Suite 120, Indianapolis, IN 46240

Evan Bedel (CRD# 5004530) is the Generation NeXt Team Leader and Director of Finance & Strategy at Bedel Financial Consulting Inc. in Indianapolis, IN and has 11 years 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 putclients' interests first and comply with the Financial Planning Practice Standards.

3
Meredith L. Carbrey
CRD#: 5515511
8940 River Crossing Blvd., Suite 120, Indianapolis, IN 46240

Meredith Carbrey (CRD# 5515511) is a Senior Wealth Advisor at Bedel Financial Consulting Inc. in Indianapolis, IN and has 24 years 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 putclients' interests first and comply with the Financial Planning Practice Standards.

4
Ryan A. Collier
CRD#: 3273908
8940 River Crossing Blvd., Suite 120, Indianapolis, IN 46240

Ryan Collier (CRD# 3273908) 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 is a Certified Investment Management Analyst®.

5
David N. Crossman
CRD#: 2221212
8940 River Crossing Blvd., Suite 120, Indianapolis, IN 46240

David Crossman (CRD# 2221212) is a Senior Portfolio Manager at Bedel Financial Consulting Inc. in Indianapolis, IN and has over 26 years of experience in the finance industry. David is a Chartered Financial Analyst™ charter holder.

6
Anthony S. Harcourt
CRD#: 6215637
8940 River Crossing Blvd., Suite 120, Indianapolis, IN 46240

Anthony Harcourt (CRD# 6215637) is an Investment Advisor Representative working at Bedel Financial Consulting Inc. in Indianapolis, IN and has over 8 years of experience in the finance industry.

7
Kathryn J. Hower
CRD#: 4802547
8940 River Crossing Blvd., Suite 120, Indianapolis, IN 46240

Kathryn Hower (CRD# 4802547) is a Sr. Wealth Advisor and Director of Financial Planning at Bedel Financial Consulting Inc. in Indianapolis, IN and has 20 years 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 putclients' interests first and comply with the Financial Planning Practice Standards.

8
Jonathan M. Koop
CRD#: 6101560
8940 River Crossing Blvd., Suite 120, Indianapolis, IN 46240

Jonathan Koop (CRD# 6101560) 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.

9
Elaine E. Kops-Bedel
CRD#: 4357703
8940 River Crossing Blvd., Suite 120, Indianapolis, IN 46240

Elaine Kops-Bedel (CRD# 4357703) is the President and CEO of Bedel Financial Consulting Inc. in Indianapolis, IN and has 34 years 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 putclients' interests first and comply with the Financial Planning Practice Standards.

10
Sarah E. Mahaffa
CRD#: 5547676
8940 River Crossing Blvd., Suite 120, Indianapolis, IN 46240

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.

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