David N. Crossman

BEDEL FINANCIAL CONSULTING

Indianapolis, IN 46240

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CRD#: 2221212

Professional summary

David Neal Crossman is a registered financial advisor currently at BEDEL FINANCIAL CONSULTING INC located in Indianapolis, Indiana.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. David has worked at 3 firms and has passed the Series 63 and Series 6 exams.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Neal Crossman's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 18, 2012 - Present

BEDEL FINANCIAL CONSULTING INC

Office #1: 8940 River Crossing Blvd. Suite 120, Indianapolis, IN 46240

RIA

CRD#: 105653

Indianapolis, IN

Past

December 11, 2000 - December 31, 2005

REAMS ASSET MANAGEMENT CO LLC

RIA

CRD#: 107391

COLUMBUS, IN

Past

July 6, 1992 - July 13, 1995

FIDELITY DISTRIBUTORS CORPORATION

CRD#: 6848

SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BEDEL FINANCIAL CONSULTING INC

CRD#: 105653 / SEC#: 801-34764

RIA

Registered Investment Advisory firm - (7/6/1989 Approved)

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

California
(12/9/2013)

IAR

Indiana
(7/18/2012)

IAR

North Carolina
(1/13/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/29/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 7/2/1992

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BEDEL FINANCIAL CONSULTING INC

CRD#: 105653 / SEC#: 801-34764

RIA

Registered Investment Advisory firm - (7/6/1989 Approved)

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Contact information

Main Address

8940 River Crossing Blvd. Suite 120, Indianapolis, IN 46240

Mailing Address

Phone number

(317) 843-1358

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BFC ADV PART 2A 2025 (10/7/2025)

Regulatory assets under management

Total Number of Accounts	5,083
AUM (Assets Under Management)	$ 2,470,725,469

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
02/28/2025	Cover Page	Report
01/26/2024	Cover Page	Report
11/28/2022	Cover Page	Report

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.

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David N. Crossman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Neal Crossman's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEDEL FINANCIAL CONSULTING INC

REAMS ASSET MANAGEMENT CO LLC

FIDELITY DISTRIBUTORS CORPORATION

Primary Firm SEC Registration

BEDEL FINANCIAL CONSULTING INC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/29/1992

Series 6

Date: 7/2/1992

Current Firm

BEDEL FINANCIAL CONSULTING INC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BEDEL FINANCIAL CONSULTING INC

TRUST BUT VERIFY

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