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CK

Collin Knecht

BEDEL FINANCIAL CONSULTING
Indianapolis, IN 46240
Some features on this profile are disabled
CRD#: 7855284
CK

Professional summary

Collin Knecht is a registered financial advisor currently at BEDEL FINANCIAL CONSULTING INC located in Indianapolis, Indiana.

Collin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Collin has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Collin Knecht'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

December 20, 2024 - Present

BEDEL FINANCIAL CONSULTING INC

Office #1: 8940 River Crossing Blvd. Suite 120, Indianapolis, IN 46240
RIA
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
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
(12/20/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/20/2024
Uniform Investment Adviser Law Examination

Current Firm

BEDEL FINANCIAL CONSULTING INC
BEDEL FINANCIAL CONSULTING INC
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
26

SEC notice filing (21 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts5,083
AUM (Assets Under Management)$ 2,470,725,469

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

BEDEL FINANCIAL CONSULTING INC

BEDEL FINANCIAL CONSULTING INC

CRD#: 105653Indianapolis, IN 46240

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