Elaine
Kops-Bedel

Bedel Financial Consulting Inc

CRD#4357703
Investment Advisor
in Indianapolis, IN

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About this Advisor

Elaine Kops-Bedel is a certified financial planner operating in Indianapolis, Indiana who has 23 years of relevant experience. Kops-Bedel is on the advisory team at Bedel Financial Consulting Inc. Throughout their career, Kops-Bedel has worked at Bedel Financial Consulting, Inc, Indiana Economic Development Corporation and Indiana Destination Development Corporation. Kops-Bedel is registered to serve investors in Indiana. Bedel Financial Consulting Inc is a firm that has its headquarters in Indianapolis, IN. It handles $2 billion in total assets among its 4,585 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves three charities and foundations. Of its 4,585 accounts, 55% belong to high-net-worth individuals who have more than $1 million in assets. Bedel Financial Consulting Inc offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fees largely are based on which service is provided. However, fees billed by Bedel Financial Consulting Inc can be comprised of asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

23 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

Elaine Kops-Bedel Work History

Elaine has been registered as a financial advisor for 23 years.*

2019 - Present (5 years)

Indiana Destination Development Corporation

1989 - Present (35 years)

Bedel Financial Consulting, Inc

2017 - 2019 (2 years)

Indiana Economic Development Corporation

*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 Elaine Kops-Bedel 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

Jonathan Koop
Indianapolis, IN
David Crossman
Indianapolis, IN
Catherine Arndt
Indianapolis, IN
Olivia Maynes
Hanover, MD
Abigayle Vanderheyden
Indianapolis, IN
Anthony Harcourt
Indianapolis, IN
Evan Bedel
Indianapolis, IN
Austin Stagman
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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