David
Crossman

Bedel Financial Consulting Inc

CRD#2221212
Investment Advisor
in Indianapolis, IN

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About this Advisor

David Crossman is a chartered financial analyst who works out of Indianapolis, Indiana with a total of 11 years of relevant experience. Crossman is currently employed by Bedel Financial Consulting Inc. They have spent all of their time as a financial advisor at Bedel Financial Consulting Inc. Crossman holds a Series 63 license, which qualifies them as a securities agent, and is registered to work in California, Indiana and North Carolina. Bedel Financial Consulting Inc is a registered investment firm operating out of Indianapolis, IN. It manages $2 billion in assets among its 4,585 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to three charitable organizations. Of its 4,585 accounts, 55% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management are based on which services the firm provides the client. Fee types charged by Bedel Financial Consulting Inc most likely are comprised of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

8940 River Crossing Blvd. Suite 120
Indianapolis, IN 46240

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Bedel Financial Consulting Inc Brokerage Details

Total Assets Under Management

$1,809,355,091

IN Average: $1,347,246,178
Total Number of Employees

14

IN Average: 46
Total Number of Accounts

4,585

IN Average: 1,775
Average Account Size

$394,625

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

David Crossman Work History

David has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Bedel Financial Consulting, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Crossman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bedel Financial Consulting Inc

David Crossman
Indianapolis, IN
Jonathan Koop
Indianapolis, IN
Catherine Arndt
Indianapolis, IN
Olivia Maynes
Hanover, MD
Abigayle Vanderheyden
Indianapolis, IN
Austin Stagman
Indianapolis, IN
Evan Bedel
Indianapolis, IN
Anthony Harcourt
Indianapolis, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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