PB
Paul J. Bedinghaus
BEDINGHAUS FINANCIAL GROUP,
CLEARWATER, FL 33759
Some features on this profile are disabled
CRD#: 1600690
PB
Professional summary
Paul J Bedinghaus is a registered financial advisor currently at BEDINGHAUS FINANCIAL GROUP, INC located in Clearwater, Florida.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Paul has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
President and Owner of BEDINGHAUS & COMPANY, PL a certified public accounting firm in Clearwater, Florida. President of Sabal South, Inc. A business Management company, 2623 Suite 102, Clearwater, FL 33759 It is not an Investment related business; works with Bedinghaus & Company, PL; beginning April as, 2022. Approximate hours devoted is 200 hours annually,
CRS (Client Relationship Summary) - RIA
Click below to view Paul J Bedinghaus's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 26, 2022 - Present
BEDINGHAUS FINANCIAL GROUP, INC
Office #1: 2623 Mccormick Drive, Suite 102, Clearwater, FL 33759RIA
CRD#: 318378
CLEARWATER, FL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(8/26/2022)
Exams
Current Firm
BF
BEDINGHAUS FINANCIAL GROUP, INC
BEDINGHAUS FINANCIAL GROUP, INC
CRD#: 318378 / SEC#:
Florida
Registered Investment Advisory firm - (8/26/2022 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
2623 Mccormick Drive, Suite 102, Clearwater, FL 33759
Mailing Address
Phone number
(727) 461-1133
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 2,267,919 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BEDINGHAUS FINANCIAL GROUP, INC
CRD#: 318378Clearwater, FL 33759TRUST BUT VERIFY
Monitor Paul Bedinghaus
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
