Edward Steele Bell

Employer firm

Consolidated Financial CRD 119695

$589M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Consolidated Financial

5850 Venture Drive Suite A, Dublin, OH 43017 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2009-01-13

OH RA
APPROVED

Since 2009-01-13

Branch Locations

5850 Venture Dr Suite A, Dublin, OH 43017 • 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

Organization	City	State	From	To
Consolidated Financial	Dublin	OH	08/1998	Present

08/1998 → Present

Consolidated Financial

Dublin, OH

Previous Registrations

2008-05-16 → 2008-12-31

Consolidated Financial

Dublin, OH
1999-08-09 → 2006-12-31

Consolidated Financial

Dublin, OH

Other Businesses

CONSOLIDATED FINANCIAL MANAGEMENT GROUP, REGISTERED INVESTMENT ADVISOR, PARTNER, START 9-1-98, MANANGING MEMBER, 5850 VENTURE DRIVE STE. A, DUBLIN, OH 43017. TIME DEVOTED 90%

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1995-05-18

S63 Uniform Securities Agent State Law Examination

1995-05-18

Designations

Certified Financial Planner
Chartered Financial Consultant

Other Names

Eddie Bell

View on SEC IAPD