Ryan J. Jeffries

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CRD#: 3044822

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ryan James Jeffries was a registered financial professional .

Ryan is a previously registered financial professional and started their career in finance in 1998. Ryan had worked at 5 firms and has passed the Series 66, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

August 7, 2015 - September 8, 2017

BEDEL FINANCIAL CONSULTING INC

RIA

CRD#: 105653

INDIANAPOLIS, IN

Past

March 7, 2011 - April 18, 2012

DEERFIELD

RIA

CRD#: 104964

INDIANAPOLIS, IN

Past

October 1, 2001 - December 13, 2002

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

October 1, 2001 - December 13, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

May 8, 2000 - July 11, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

May 8, 2000 - July 11, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

May 4, 1998 - July 7, 1998

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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.

Visual representation of state registrations

This advisor is not registered in any state.

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

IAR

Series 66

Date: 5/27/1998

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/30/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/1/1998

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 (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BFC ADV PART 2A 2026 (2/19/2026)

Regulatory assets under management

Total Number of Accounts	5,435
AUM (Assets Under Management)	$ 2,919,792,188

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/29/2025	Cover Page	Report
02/28/2025	Cover Page	Report
01/26/2024	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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Advisor Monitoring

Firm Stability Insights

Ryan J. Jeffries

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

DEERFIELD

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

BEDEL FINANCIAL CONSULTING INC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/27/1998

Series 7

Date: 8/30/2000

Series 6

Date: 5/1/1998

Current Firm

BEDEL FINANCIAL CONSULTING INC

Contact information

SEC notice filing (22 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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