Best Investors Account Sign in
Inactive

Sarah Elizabeth Mahaffa

Bedel Financial Consulting Inc

Indianapolis, IN

Claim This Profile
Current Employers
Bedel Financial Consulting Inc

8940 River Crossing Blvd. Suite 120, Indianapolis, IN 46240 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2017-03-07
  • IN RA
    APPROVED
    Since 2017-03-07

Branch Locations

8940 River Crossing Blvd. Suite 120, Indianapolis, IN 46240 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Indianapolis IN 06/2008 10/2016
Bedel Financial Consulting, Inc. Indianapolis IN 10/2016 Present
Previous Registrations
  • 2010-06-08 → 2016-10-25
    Charles Schwab & Co., Inc.
    Indianapolis, IN
    Indianapolis, IN
    Fishers (Indianapolis), IN
    Fishers (Indianapolis), IN
    Indianapolis, IN
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-06-02
S63 Uniform Securities Agent State Law Examination 2008-09-05
  • S66 Uniform Combined State Law Examination
    2010-06-02
  • S63 Uniform Securities Agent State Law Examination
    2008-09-05
Designations
Other Names
  • Sarah Elizabeth Fowler

View on SEC IAPD

Other Firms

SANCTUARY ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWEST FINANCIAL SERVICES INC
INVESTMENT ADVISORS OF INDIANAPOLIS INC
BAXTER CAPITAL MANAGEMENT INC
CRF FINANCIAL GROUP
NORTHBOUND WEALTH
LPL FINANCIAL LLC

Other Investors

MARTIN WAYNE RICE
Michael REED Myers
BEAU MCCOY BARRETT
MICHAEL H LONGLEY
DAVID B GILMORE
Lucy L Gilmore
AARON JAMES PETTERSEN
HOLLY MARIE WHARTON

Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

More in Indianapolis, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor