Elaine E. Kops-bedel
BEDEL FINANCIAL CONSULTING
Indianapolis, IN 46240
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CRD#: 4357703
Professional summary
Elaine Ethel Kops-bedel, CFP® is a registered financial advisor currently at BEDEL FINANCIAL CONSULTING INC located in Indianapolis, Indiana.
Elaine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Elaine has worked at 1 firm .
Biography
Life is a series of choices.
Should you take the comfortable path or the one less traveled?
Should you accept where you are?
Should you change your direction?
Bedel Financial helps you choose what’s next.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Estate Planning
Employee and Employer Plan Ben...
Life Transitions
Insurance Planning
Divorce Planning
Retirement Planning
Investment Planning
Tax Planning
Do you have an area of expertise or specialization?
Corporate Executives
Divorce Planning
High Net Worth Client Needs
Investment Advice with Ongoing...
Medical Professionals
Women's Financial Planning Iss...
What is your minimum asset requirement?
1M
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.
ELAINE IS A MEMBER OF CAPSTONE, LLC., A LIMITED LIABILITY COMPANY ORGANIZED IN ARKANSAS AND LOCATED AT 225 EAST MARKHAM, STE 275, LITTLE ROCK, ARKANSAS 72201. CAPSTONE IS AN INVITED NETWORK OF LEADING FINANCIAL PLANNERS SHARING IDEAS, KNOWLEDGE AND SUPPORT. CAPSTONE PROVIDES A FORUM FOR DISCUSSION OF PRACTICE MANAGEMENT ISSUES, FINANCIAL PLANNING STRATEGIES AND INVESTMENT RESEARCH. MEMBERS ARE COMMITTED TO HELPING EACH OTHER GROW AS BUSINESS MANAGERS, PROFESSIONALS AND PROVIDERS OF CUTTING EDGE SERVICES TO CLIENTS IN ALL ASPECTS OF PERSONAL WEALTH MANAGEMENT. CAPSTONE, LLC WAS FORMED JUNE 29, 2001. ELAINE IS AN ORIGINAL MEMBER AND PARTICIPATES AS AVAILABLE ON CONFERENCE CALLS AND MEETINGS. TO-DATE, ELAINE SPENDS LESS THAN 1 HOUR PER MONTH WITH CAPSTONE, LLC. MATTERS.
CRS (Client Relationship Summary) - RIA
Click below to view Elaine Ethel Kops-bedel'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®
CFP®
Start date: 1987
Experience
Current
December 5, 2000 - Present
BEDEL FINANCIAL CONSULTING INC
Office #1: 8940 River Crossing Blvd. Suite 120, Indianapolis, IN 46240RIA
CRD#: 105653
Indianapolis, IN
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
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
Indiana(12/5/2000)
Exams
Current Firm
BEDEL FINANCIAL CONSULTING INC
BEDEL FINANCIAL CONSULTING INC
CRD#: 105653 / SEC#: 801-34764
RIA
Registered Investment Advisory firm - (7/6/1989 Approved)Upgrade to AdvisorCheck Premium
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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
26
SEC notice filing (21 States and Territories)
Documents
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 | ||
| 01/26/2024 | ||
| 11/28/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
