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Chief Compliance Officer · Bedel Financial Consulting Inc

Lonny S. Elfenbein

CRD 2937038 · Named on Form ADV at 12 SEC-registered advisers

At a glance

Bedel Financial Consulting Inc, an SEC-registered wealth manager based in Indianapolis, IN with $2.9 billion in regulatory assets, lists Lonny S. Elfenbein on its Form ADV as Chief Compliance Officer. The SEC filings also name Lonny at 11 other registered advisers.

Firms and roles

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Lonny’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 each firm
12 firmsLocked
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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Search and export owners by title, state and firm size
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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 (30)

25 more people named with Lonny on the same filings, with titles and firms. Free in Atlas with a free account.

See all 30 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lonny’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.