Bedel Financial Consulting, Inc.

Description

Address: 8940 River Crossing Blvd Suite 120, Indianapolis, IN 46240 Hours: Closed ⋅ Opens 8AM Friday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (317) 843-1358 Appointments: bedelfinancial.com: : Category: Website: : : Place name: : : Website: https://www.bedelfinancial.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Fridays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 7 AM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Bedel Financial Consulting Posting publicly on the Web Write a review Reviews 1 Google review From Bedel Financial Consulting Unable to add this file. Please check that it is a valid photo. "Comprehensive wealth management. Committed to your success. Your financial success comes first. From the time Bedel Financial was founded in 1989, we knew the key to success was to put your interests first. As a Fiduciary, we’ve held ourselves to...More "Comprehensive wealth management. Committed to your success. Your financial success comes first. From the time Bedel Financial was founded in 1989, we knew the key to success was to put your interests first. As a Fiduciary, we’ve held ourselves to the highest standard of care since the firm was established. Our client-first approach is built on transparency and trust—no commissions, no products to sell, no conflicts of interest. Just confidence and peace of mind, so you can focus on the moments." Latest PostsPosts from Bedel Financial Consulting View previous posts on Google

Bedel Financial Consulting, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bedel Financial Consulting, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Bedel Financial Consulting, Inc. Employees

Employee
Years
Job
Industry
Abby VanDerHeyden Abby VanDerHeyden Indianapolis, Indiana Details
Abby VanDerHeyden's Bedel Financial Consulting, Inc. Experience June 2014 - Present
Job Financial Planning Coordinator at Bedel Financial Consulting, Inc.
Industry Financial Services
Experience
Bedel Financial Consulting, Inc.   June 2014 - Present
Franklin Wealth Advisors   December 2012 - May 2014
D3 Financial Counselors   May 2013 - August 2013
University of Illinois Extension  August 2012 - December 2012

Skills
Financial Planning, Financial Analysis, Retirement Planning, Estate Planning, Insurance Planning, Tax Planning, Education Savings...

Education
University of Illinois at Urbana-Champaign   2010 — 2014
Bachelor of Science (B.S.), Agricultural and Consumer Economics, Financial Planning Concentration

Cassi Vanderpool Cassi Vanderpool Indianapolis, Indiana Area Details
Cassi Vanderpool's Bedel Financial Consulting, Inc. Experience June 2005 - Present
Job Executive Administrator
Industry Financial Services
Experience
Bedel Financial Consulting, Inc.   June 2005 - Present
Bedel Financial Consulting, Inc.   2003 - 2005
Daou Systems, Inc.   June 2002 - June 2003
Stallard & Associates   June 2000 - June 2001

Skills
Customer Service, Process Improvement, Microsoft Office, Strategic Planning, Management, Leadership, Project Management, Team Building, Strategic Finance, Strategic Financial..., Wealth Management, Retirement Planning, Retirement Plan..., Investment Advisory, Portfolio Management, Investments, Retirement Savings, Blogging, Investment Strategies, 401k, 401k Rollovers, Certified Financial..., Financial Analysis, Wealth Accumulation, Fee Only

Education
Indiana University-Purdue University at Indianapolis   2005 — 2007
Bachelors, Public and Environmental Affairs

Vincennes University   1999 — 2001
Associate’s Degree, Criminal Justice

Anthony Bykovsky, CFA Anthony Bykovsky, CFA Indianapolis, Indiana Area Details
Anthony Bykovsky, CFA's Bedel Financial Consulting, Inc. Experience May 2012 - Present
Job Membership Chair, Board of Directors at CFA Society Indianapolis
Industry Investment Management
Experience
CFA Society Indianapolis   July 2014 - Present
Bedel Financial Consulting, Inc.   May 2012 - Present
City Real Estate Advisors, Inc.   February 2010 - May 2012
Ball State University  August 2007 - May 2009
Ball State Foundation   August 2008 - December 2008

Education
Ball State University   2007 — 2009
MBA, Finance

Anderson University   2002 — 2006
BA, Management & Economics

Dawn Morley Dawn Morley Indianapolis, Indiana Area Details
Dawn Morley's Bedel Financial Consulting, Inc. Experience 2003 - 2006
Job Investment Advisor at Axia Advisory Corporation
Industry Investment Management
Experience
Axia Advisory Corporation   November 2012 - Present
Old National Bank  January 2011 - November 2012
Monroe Bank  2009 - 2010
Monroe Bank  2006 - 2010
Bedel Financial Consulting, inc.   2003 - 2006

Skills
Investment Management, Portfolio Management, Endowments, Estate Planning, Foundations

Education
Butler University
Master of Business Administration (MBA), Honors

DePauw University
Bachelor of Arts (BA), Economics, Magna Cum Laude

Patt Norton Patt Norton Indianapolis, Indiana Area Details
Patt Norton's Bedel Financial Consulting, Inc. Experience July 2012 - Present
Job Assistant and Receptionist at Bedel Financial Consulting, Inc.
Industry Museums and Institutions
Experience
Bedel Financial Consulting, Inc.   July 2012 - Present
Eiteljorg Museum  November 2009 - April 2012
Eli Lilly and Company  January 1984 - November 2008
KQDJ Radio, Jamestown ND   1980 - 1983

Skills
Fundraising, Event Planning, Nonprofits, Event Management, Newsletters, Public Speaking, Customer Service, Public Relations, Microsoft Office, Grant Writing, Research, Volunteer Management, Museums, Outlook, Administrative..., Microsoft Word, Museum Collections, Microsoft Excel, Community Outreach, Social Media, Art, Facebook, Creative Writing, PowerPoint, Excel, Non-profits, Teaching, Word, Customer Relations, Scheduling, Teamwork, Promotions, Copywriting, Administrative Support, English, Lotus Notes

Education
University of Jamestown   1968 — 1972
BS, Education

Jamestown High School   1965 — 1968
HS Diploma, College Entrance

Brad Stark Brad Stark Carmel, Indiana Details
Brad Stark's Bedel Financial Consulting, Inc. Experience January 2009 - Present
Job Chief Compliance Officer and Operations Manager at Bedel Financial Consulting, Inc.
Industry Financial Services
Experience
Bedel Financial Consulting, Inc.   January 2009 - Present
Charles Schwab  May 2005 - December 2009
AIG Advisor Group  January 2001 - April 2005
Charles Schwab  November 1999 - December 2000

Education
Indiana University—Purdue University Fort Wayne   1993 — 1998
Bachelor's Degree, Business Administration and Management, General

Ryan Collier Ryan Collier Indianapolis, Indiana Area Details
Ryan Collier's Bedel Financial Consulting, Inc. Experience August 2006 - Present
Job Senior Portfolio Manager at Bedel Financial Consulting
Industry Investment Management
Experience
Bedel Financial Consulting, Inc.   August 2006 - Present
Fifth Third Bank  January 2005 - August 2006
Charles Schwab  July 1999 - January 2005

Skills
Investments, Portfolio Management, Wealth Management, Asset Allocation, Mutual Funds, Investment Advisory, Financial Analysis, Finance, Asset Management

Education
Centre College   1995 — 1999
B.A., Economics

Evan Bedel, CFP® Evan Bedel, CFP® Indianapolis, Indiana Area Details
Evan Bedel, CFP®'s Bedel Financial Consulting, Inc. Experience July 2009 - Present
Job FeeOnly (CommissionFree) Financial Advisor for Future Wealth Accumulators and Young Professionals at Bedel Financial
Industry Financial Services
Experience
Financial Planning Association of Indiana   January 2015 - Present
Bedel Financial Consulting, Inc.   July 2009 - Present
Clarus Financial   April 2008 - April 2009

Skills
Strategic Financial..., Wealth Management, Retirement Planning, Investment Advisory, Financial Advisory, Portfolio Management, Investments, Retirement Savings, Retirement Plan..., Blogging, Registered Investment..., Financial Planning, Debt Management, Financial Goals, Financial Guidance, Holistic Financial..., Personal Financial..., Investment Strategies, Investment Management, Institutional..., 401k Rollovers, 401k, Certified Financial..., Financial Analysis, Multi-generational..., Wealth Management..., Wealth Accumulation, Wealth Preservation..., Wealth Transfer, IRAs, Roth IRA, Traditional IRA, Simple IRA, SEP IRA, RIA

Education
Wittenberg University   2001 — 2005
Bachelor, Business Management

Texas Tech University   2006 — 2008
Master's, Personal Financial Planning

Sue (Dianna) Coker Sue (Dianna) Coker Indianapolis, Indiana Area Details
Sue (Dianna) Coker's Bedel Financial Consulting, Inc. Experience January 2001 - March 2009
Job RetiredMay be interested in part time!
Industry Financial Services
Experience
Retired  January 2012 - Present
Retired  January 2012 - Present
CSC  September 2010 - January 2013
Indiana Heart Institute  March 2010 - May 2010
Bedel Financial Consulting, Inc.   January 2001 - March 2009
National Coalition for Promoting Physical Activity   July 1997 - January 2001
American College of Sports Medicine  May 1996 - July 1997
Universal Flavors Corporation   May 1994 - May 1996
Cummins Mid-States Power, Inc.   May 1992 - May 1994

Skills
Employee Relations, Customer Service, Human Resources, Administrative..., PeopleSoft, Team Building, Employee Benefits, Vendor Management, Accounts Payable, Recruiting, Onboarding, Lotus Notes, Payroll, Outlook, Microsoft Office, Accounts Receivable, Strategic Planning, HRIS, Project Planning, Budgets, Leadership, Office Management, Policy, Nonprofits, Teamwork, Access, Software Documentation, Process Scheduler, Logistics, Hiring, Performance Management, Benefits Administration, Program Management, Personnel Management, PowerPoint, Organizational..., Management, Marketing, Interviews, Employee Engagement, HR Policies

Education
Indiana State University   1968 — 1969
n/a

Southport High School   1966 — 1968

Ashley Knopf Ashley Knopf Indianapolis, Indiana Area Details
Ashley Knopf's Bedel Financial Consulting, Inc. Experience August 2014 - Present
Job Operations Specialist with Bedel Financial Consulting
Industry Financial Services
Experience
Bedel Financial Consulting, Inc.   August 2014 - Present
Charles Schwab  August 2010 - August 2014
CarMax  June 2008 - August 2010
Enterprise Rent-A-Car  January 2007 - June 2008
Blockbuster  August 2003 - June 2006

Education
Ball State University   2002 — 2006
Bachelor's degree, Telecommunications Technology/Technician

Amy House Amy House Indianapolis, Indiana Area Details
Amy House's Bedel Financial Consulting, Inc. Experience 2012 - Present
Job Technology Specialist at Bedel Financial Consulting
Industry Financial Services
Experience
Bedel Financial Consulting, Inc.   2012 - Present
Bedel Financial Consulting, Inc.   2010 - 2012
Bedel Financial Consulting, Inc.   2008 - 2010

Skills
Customer Service, Microsoft Excel, Office Management, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Databases, CRM, Junxure, Web Content, Photoshop, IP Phones, Email Marketing, InDesign, IT Support

Education
Sam Houston State University
Computer Science

Dave Crossman Dave Crossman Indianapolis, Indiana Area Details
Dave Crossman's Bedel Financial Consulting, Inc. Experience June 2012 - Present
Job Portfolio Manager at Bedel Financial Consulting, Inc.
Industry Investment Management
Experience
Bedel Financial Consulting, Inc.   June 2012 - Present
Kirr, Marbach & Co.   September 2006 - June 2012
Reams Asset Management Company   July 1997 - December 2005

Skills
Investments, Equities, Equity Research, Equity Valuation, Financial Modeling, Asset Managment, Financial Analysis, Portfolio Management, Valuation, Investment Management, Fixed Income, Asset Allocation, Investment Strategies, Bloomberg, Capital Markets, Asset Management, Wealth Management, Investment Advisory, Series 7, Series 63

Education
Vanderbilt University - Owen Graduate School of Management   1995 — 1997
MBA, Finance

Duke University   1986 — 1990
BA, Economics

Roxbury Latin   1980 — 1986

William Wendling, CFA William Wendling, CFA Indianapolis, Indiana Area Details
William Wendling, CFA's Bedel Financial Consulting, Inc. Experience May 1996 - Present
Job Sr. Portfolio Manager at Bedel Financial Consulting, Inc.
Industry Investment Management
Experience
Bedel Financial Consulting, Inc.   May 1996 - Present
CFA Society of Indianapolis   2003 - Present
Indiana Business Modernization and Technology Corp.   1994 - 1996

Skills
Asset Allocation, Investment Strategies, Portfolio Management, Asset Managment, Alternative Investments, Investments, Equities, Investment Management, Investment Advisory, Equity Research, Wealth Management, Fixed Income, Financial Modeling, Valuation

Education
University of Indianapolis   1992 — 1996
B.S. Economics and Finance, Mathematics

Shari Held Shari Held Indianapolis, Indiana Area Details
Shari Held's Bedel Financial Consulting, Inc. Experience 2002 - Present
Job Freelance writer, journalist, Web content writer, editor, blogger, content strategist, ghostwriter
Industry Writing and Editing
Experience
Shari Held Communications LLC   2001 - Present
John Wiley and Sons  May 2015 - Present
Bedel Financial Consulting, Inc.   2002 - Present
Community Health Network  2007 - Present
HealthCall, LLC  August 2014 - Present
National Precast Concrete Association  June 2014 - Present
Emmis Communications  2003 - Present
Hamilton County Business Magazine   August 2008 - Present
Northwest Indiana Business Quarterly   2006 - Present
Retirement Living Magazine   2012 - Present

Skills
Journalism, Blogging, Newsletters, Publications, Feature Articles, Writing, Creative Writing, Project Management, Web Content, Editing, Copy Editing, Copywriting, Press Releases, Teaching, Technical Writing, Instructional Manuals, Event Planning, Ghostwriting, Publishing, Books, AP Style, Social Networking, News Writing, Freelance Writing, Social Media, Content Management, Proofreading, Magazine Articles, Content Strategy, Newspapers, Editorial, Interviews, Fact-checking, Publicity, Online Journalism, Content Development, Media Relations, Web Content Management, Speech Writing, Marketing Copy, Breaking News, Corporate Communications, Internal Communications, Content Writing, Strategic Communications, Fiction, Travel Writing, SEO copywriting, Non-fiction

Education
Purdue University
BA

Indiana University-Purdue University at Indianapolis
Masters

Andrea Shay Andrea Shay Elkhart, Indiana Area Details
Andrea Shay's Bedel Financial Consulting, Inc. Experience 1995 - 1996
Job Sr. Financial Analyst at AM General LLC
Industry Defense & Space
Experience
AM General LLC  November 2006 - Present
Beckman Coulter  December 2000 - November 2006
Beckman Coulter  April 1999 - November 2000
Beckman Coulter  September 1998 - March 1999
Beckman Coulter  February 1998 - August 1998
Mainscape  1996 - 1998
Bedel Financial Consulting, Inc.   1995 - 1996

Skills
Analysis, Accounting, Account Reconciliation, Finance, Accounts Payable, Financial Forecasting, Financial Analysis, Journal Entries, General Ledger

Education
University of Indianapolis   1991 — 1995
Bachelor's Degree, Business Administration and Management, General