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Christopher Michael Bedient

Christopher Michael Bedient

CFA, CFP®
HBE WEALTH MANAGEMENT
LINCOLN, NE
·CRD# 6445774·11 years experience

Professional Summary

Christopher Michael Bedient, CFA, CFP® is a registered financial advisor currently at HBE WEALTH MANAGEMENT, LLC located in Lincoln, Nebraska. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Christopher has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFA
Chartered Financial Analyst
CFP®
Certified Financial PlannerSince 2018

Years of Experience

11 years in the financial services industry

Current & Past Employments

HBE WEALTH MANAGEMENT, LLC·CRD# 128315
RIA
7140 Stephanie Lane, Lincoln, NE 68516
March 17, 2015 - Present

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Current Firm

HW
HBE WEALTH MANAGEMENT, LLC

HBE INVESTMENT ADVISORS, LLC | HBE WEALTH MANAGEMENT, LLC

CRD#: 128315 / SEC#: 801-119569
RIA
Registered Investment Advisory firm - SEC (10/2/2020 Approved)
Nebraska
Registered Investment Advisory firm - Nebraska (10/5/2020 Terminated)
Texas
Registered Investment Advisory firm - Texas (10/5/2020 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

7140 Stephanie Lane, Lincoln, NE 68516

Mailing Address

P O Box 23110, Lincoln, NE 68542-3110

Phone Number

(402) 423-4343

# of Employees

5

SEC notice filing (3 States and Territories)

Registered to provide investment advisory services in 3 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2/26/2026)

Regulatory Assets Under Management

Total Number of Accounts

667

AUM (Assets Under Management)

$277,436,368

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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.

Book "Be (HBE): Moving beyond The Task List" by Chris Bedient (Copyrights 2025); Not Investment-related; Author; The book was published mostly for internal use in the HBE group; June 2025; 1% of time spent; 1 HR per month; -0- hours during trading hours.

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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".
HW
HBE WEALTH MANAGEMENT, LLC

HBE INVESTMENT ADVISORS, LLC | HBE WEALTH MANAGEMENT, LLC

CRD#: 128315 / SEC#: 801-119569
RIA
Registered Investment Advisory firm - SEC (10/2/2020 Approved)
Nebraska
Registered Investment Advisory firm - Nebraska (10/5/2020 Terminated)
Texas
Registered Investment Advisory firm - Texas (10/5/2020 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Kansas
(9/11/2025)
IAR
Nebraska
(3/17/2015)
IAR
Texas
(9/11/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2015About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Michael Bedient's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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Christopher Michael Bedient
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