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William J Wendling

BEDEL FINANCIAL CONSULTING INC·INDIANAPOLIS, Indiana
Clean record25 years registeredBEDEL FINANCIAL CONSULTING INC
8940 RIVER CROSSING BLVD., INDIANAPOLIS, IN 46240CRD# 4583949Firm CRD# 105653

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William J Wendling · INDIANAPOLIS, IN
Registration
CRD #4583949 · BEDEL FINANCIAL CONSULTING INC · 25 years registered
Brand Profile
Not yet started
01

Career History

BEDEL FINANCIAL CONSULTING INC
Sep 2000 – present
02

Registrations & Exams

Registration record
First registered · September 1, 2000
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BEDEL FINANCIAL CONSULTING INC
CRD 105653 · SEC 801-34764
AUM
$2.1B
Regulatory assets under management
Employees
25
4,806 client accounts
Services offered by BEDEL FINANCIAL CONSULTING INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BEDEL FINANCIAL CONSULTING INC →
Introduction

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Frequently Asked Questions

What services does William J Wendling offer?
William J Wendling specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are William J Wendling's credentials?
William J Wendling is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William J Wendling located?
William J Wendling is based in INDIANAPOLIS, Indiana, working with BEDEL FINANCIAL CONSULTING INC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.
How does William J Wendling charge for services?
William J Wendling's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BEDEL FINANCIAL CONSULTING INC?
BEDEL FINANCIAL CONSULTING INC has approximately 25 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BEDEL FINANCIAL CONSULTING INC

Elaine Ethel Kops-Bedel
INDIANAPOLIS, IN
Evan Dennis Bedel
INDIANAPOLIS, IN
Ryan Allen Collier
INDIANAPOLIS, IN

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