Nicholas A. Kelly

BEDEL FINANCIAL CONSULTING

Indianapolis, IN 46240

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CRD#: 7179678

Professional summary

Nicholas Alexander Kelly, who also goes by Nicholas Alexander Kelly, is a registered financial advisor currently at BEDEL FINANCIAL CONSULTING INC located in Indianapolis, Indiana.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Nicholas has worked at 6 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nicholas Alexander Kelly

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.

Good News Coffee - Indianapolis, Indiana - Co-Owner, general work/bookkeeping - Hours as needed, none during market hours. Involved since January 2024.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Alexander Kelly'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®

None

Experience

Current

June 3, 2025 - Present

BEDEL FINANCIAL CONSULTING INC

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

RIA

CRD#: 105653

Indianapolis, IN

Past

June 20, 2024 - March 31, 2025

HAMILTON CAPITAL PARTNERS, LLC

RIA

CRD#: 314344

Chicago, IL

Past

January 5, 2024 - May 9, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Chicago, IL

Past

January 3, 2024 - May 9, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Chicago, IL

Past

September 28, 2022 - November 28, 2023

BBR PARTNERS, LLC

RIA

CRD#: 109688

Chicago, IL

Past

February 9, 2022 - September 22, 2022

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

NORTHBROOK, IL

Past

February 9, 2022 - September 22, 2022

UBS FINANCIAL SERVICES INC.

CRD#: 8174

NORTHBROOK, IL

Past

February 14, 2020 - February 8, 2022

MORGAN STANLEY

RIA

CRD#: 149777

Chicago, IL

Past

December 11, 2019 - February 8, 2022

MORGAN STANLEY

CRD#: 149777

Chicago, IL

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

Indiana
(6/3/2025)

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

State Security Law Exam

IAR

Series 66

Date: 2/14/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/11/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/27/2019

Securities Industry Essentials 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

Nicholas A. Kelly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Alexander Kelly's CRS (Customer Relationship Summary).

Certified licenses

Experience

HAMILTON CAPITAL PARTNERS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

BBR PARTNERS, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

BEDEL FINANCIAL CONSULTING INC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/14/2020

Series 7TO

Date: 12/11/2019

SIE

Date: 7/27/2019

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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