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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Elizabeth Mahaffa is a financial advisor with Bedel Financial Consulting Inc. She is a Certified Financial Planner and has been in the industry since 2008. Sarah has a broad range of experience in financial planning, portfolio management, and pension consulting. She is registered to provide investment advice in Indiana.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IN
03/07/2017 - Present
Bedel Financial Consulting Inc. (INDIANAPOLIS IN)
IN
08/22/2008 - 10/25/2016
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
BOTH
Issued 06/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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