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BEDEL FINANCIAL CONSULTING INC

INDIANAPOLIS, IN · CRD 105653 · IAPD ↗ · 317-843-1358

$2.92BRegulatory AUM
19Advisory reps
28Employees
0Clients
More than 500Planning clients
0Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

74
March 2026 — BEDEL FINANCIAL CONSULTING INC grew from 15 to 19 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
February 2026 — BEDEL FINANCIAL CONSULTING INC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
July 2025 — BEDEL FINANCIAL CONSULTING INC notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — BEDEL FINANCIAL CONSULTING INC notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.