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Edward Steele Bell

CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC·DUBLIN, Ohio
Series 7, Series 63CFPChFCClean record27 years registeredCONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC
5850 VENTURE DRIVE, DUBLIN, OH 43017CRD# 2589174Firm CRD# 119695

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward Steele Bell · DUBLIN, OH
Registration
CRD #2589174 · CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

CONSOLIDATED FINANCIAL
Jan 2009 – present
CONSOLIDATED FINANCIAL
May 2008 – Dec 2008
DUBLIN, OH
CONSOLIDATED FINANCIAL
Aug 1999 – Dec 2006
DUBLIN, OH
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · August 9, 1999
Years registered · 27
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC
CRD 119695 · SEC 801-112968
AUM
$441M
Regulatory assets under management
Employees
5
1,348 client accounts
Services offered by CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Edward Steele Bell offer?
Edward Steele Bell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DUBLIN, Ohio for a consultation.
What are Edward Steele Bell's credentials?
Edward Steele Bell holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Edward Steele Bell located?
Edward Steele Bell is based in DUBLIN, Ohio, working with CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC. Their office serves clients in the DUBLIN metropolitan area and surrounding communities.
How does Edward Steele Bell charge for services?
Edward Steele Bell's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC?
CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC has approximately 5 employees and manages $441M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC

Andrew Todd Roseberry
DUBLIN, OH
James Mark Curry
DUBLIN, OH
CFP

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