Mathew
Ryan
Bedel Financial Consulting Inc
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About this Advisor
Mathew Ryan is a certified financial planner based in Indianapolis, Indiana, who has 5 years of relevant experience. Ryan works at Bedel Financial Consulting Inc. Ryan has gained experience at American Funds, Four Quadrant Wealth Advisors and Bedel Finanical Consulting Inc. Ryan maintains a Series 65 license, certifying them as an investment advisor representative, and can work in Indiana. Bedel Financial Consulting Inc is a financial advisory business that has its headquarters in Indianapolis, IN. It has $2 billion in assets under management between its 4,585 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises three charities and foundations. Of its 4,585 customer accounts, 55% are held by high-net-worth investors who have greater than $1 million in investable assets. Bedel Financial Consulting Inc offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fees vary depending on which services the firm provides the client. Fees billed by Bedel Financial Consulting Inc most likely consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bedel Financial Consulting Inc Brokerage Details
$1,809,355,091
14
4,585
$394,625
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Mathew Ryan Work History
Mathew has been registered as a financial advisor for 5 years.*
Bedel Finanical Consulting Inc
Four Quadrant Wealth Advisors
American Funds
*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 Mathew Ryan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.