Bedel Financial Consulting, Inc.
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 "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
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
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
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
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
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
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
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
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
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
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
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
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
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 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
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