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William J Wendling

Bedel Financial Consulting Inc.

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About William J Wendling

William Wendling is a financial advisor with Bedel Financial Consulting Inc. William has been in the financial industry since May 1996. William is registered with the following states: California, Indiana, Louisiana and North Carolina. William holds the Chartered Financial Analyst designation. Bedel Financial Consulting Inc. provides financial planning, pension consulting and portfolio management services.

Firm Information

William Wendling is currently registered with Bedel Financial Consulting Inc.. Bedel Financial Consulting Inc. is an Indianapolis, IN-based investment advisory firm. The firm provides financial planning, portfolio management for businesses and individuals, and pension consulting. Bedel Financial Consulting Inc. manages approximately $2.14 billion in assets for a total of 4,806 client accounts, primarily for high-net-worth individuals, corporations or other businesses, and charitable organizations.
Bedel Financial Consulting Inc.

8940 RIVER CROSSING BLVD.

INDIANAPOLIS, IN 46240

$2.14B

Assets Under Management

Not reported

Total Clients

15

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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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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percentage of assets

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

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William Wendling’s Registration & Firm History

IN

01/13/2020 - Present

Bedel Financial Consulting Inc. (INDIANAPOLIS IN)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William J Wendling.
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