Sarah E. Mahaffa
Professional summary
Sarah Elizabeth Mahaffa, CFP®, who also goes by Sarah Elizabeth Fowler, is a registered financial advisor currently at BEDEL FINANCIAL CONSULTING INC located in Indianapolis, Indiana.
Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Sarah has worked at 2 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sarah Elizabeth Mahaffa's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2013
Experience
March 7, 2017 - Present
BEDEL FINANCIAL CONSULTING INC
Office #1: 8940 River Crossing Blvd. Suite 120, Indianapolis, IN 46240June 8, 2010 - October 25, 2016
CHARLES SCHWAB & CO., INC.
August 22, 2008 - October 25, 2016
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
BEDEL FINANCIAL CONSULTING INC
CRD#: 105653 / SEC#: 801-34764
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/7/2017)
Exams
Current Firm
BEDEL FINANCIAL CONSULTING INC
CRD#: 105653 / SEC#: 801-34764
Contact information
SEC notice filing (22 States and Territories)
Documents
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 | ||
| 02/28/2025 | ||
| 01/26/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
