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Edward Steele Bell

Consolidated Financial

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About Edward Steele Bell

Edward Steele Bell is a financial advisor with over 20 years of experience in the industry. Edward is currently registered with Consolidated Financial in Dublin, OH. Edward has a strong background in providing financial planning, pension consulting, and portfolio management for individuals, businesses, and pension plans. Edward has received his Series 7 and Series 63 licenses and holds the designations of Certified Financial Planner and Chartered Financial Consultant. In addition to working with Consolidated Financial, Edward is also a Managing Member of Consolidated Financial Management Group, a Registered Investment Advisor.

Firm Information

Edward Bell is currently registered with Consolidated Financial. Consolidated Financial, based in Dublin, OH, is an investment advisor with a focus on financial planning, pension consulting, and selection of other advisors. They provide portfolio management services to individuals, businesses, and pooled investment vehicles. Consolidated Financial manages over $441 million in assets for over 1,348 clients, including high net worth individuals, pension and profit-sharing plans, and individuals other than high net worth.
Consolidated Financial

5850 VENTURE DRIVE

DUBLIN, OH 43017

$441.21M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Edward Bell’s Registration & Firm History

OH

01/13/2009 - Present

Consolidated Financial (DUBLIN OH)

OH

08/02/2010 - 07/19/2012

LINCOLN INVESTMENT (DUBLIN OH)

OH

04/03/2001 - 08/02/2010

GREAT AMERICAN ADVISORS, INC. (DUBLIN OH)

SC

10/01/1998 - 04/01/1999

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

MI

05/03/1995 - 09/15/1998

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

BC

Issued 05/18/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/02/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edward Steele Bell.
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