Ryan A. Collier

BEDEL FINANCIAL CONSULTING

Indianapolis, IN 46240

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CRD#: 3273908

Professional summary

Ryan Allen Collier, CIMA®, who also goes by Ryan A Collier, is a registered financial advisor currently at BEDEL FINANCIAL CONSULTING INC located in Indianapolis, Indiana.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Ryan has worked at 3 firms and has passed the Series 65, Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan A Collier

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 Ryan Allen Collier'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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

November 13, 2009 - Present

BEDEL FINANCIAL CONSULTING INC

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

RIA

CRD#: 105653

Indianapolis, IN

Past

February 7, 2005 - August 31, 2006

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CARMEL, IN

Past

December 23, 1999 - February 1, 2005

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

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
(11/13/2009)

IAR

North Carolina
(1/17/2020)

IAR

Texas
(4/15/2010)

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 65

Date: 11/12/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 12/1/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/17/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/22/1999

General Securities 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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Advisor Monitoring

Firm Stability Insights

Ryan A. Collier

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Allen Collier's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIFTH THIRD SECURITIES, INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

BEDEL FINANCIAL CONSULTING INC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/12/2009

Series 66

Date: 12/1/2005

Series 63

Date: 1/17/2000

Series 7

Date: 12/22/1999

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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