President · Bedel Financial Consulting Inc
Evan D. Bedel
CRD 5004530 · Named on Form ADV at one SEC-registered adviser
At a glance
Bedel Financial Consulting Inc, an SEC-registered wealth manager based in Indianapolis, IN with $2.9 billion in regulatory assets, lists Evan D. Bedel on its Form ADV as President.
Firms and roles
- Bedel Financial Consulting IncPresidentWealth manager · Indianapolis, IN · $2.9B in regulatory assets
AtlasMembers
Evan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Elaine E. Kops-BedelCEO, Bedel Financial Consulting Inc
- William J WendlingChief Investment Officer, Bedel Financial Consulting Inc
- Cassi M. VanderpoolChief Operating Officer, Bedel Financial Consulting Inc
- Ryan A. CollierVice President, Bedel Financial Consulting Inc
- Lonny S. ElfenbeinChief Compliance Officer, Bedel Financial Consulting Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Evan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.