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Nicholas James Rosebraugh

Bedel Financial Consulting Inc

Indianapolis, IN

CRD 6795255

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Employer firm

Bedel Financial Consulting Inc CRD 105653

$2.92B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Bedel Financial Consulting Inc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-05-01
  • IN RA
    APPROVED
    Since 2024-05-01

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Indianapolis IN 06/2019 01/2020
Puccini's Smiling Teeth Pizza And Pasta West Lafayette IN 12/2016 06/2019
Ojm Group Cincinnati OH 05/2018 08/2018
Cousin Pauly's West Lafayette IN 03/2016 09/2016
Purdue Exponent West Lafayette IN 09/2016 12/2016
Forester's Financial Indianapolis IN 06/2017 08/2017
Bedel Financial Consulting Inc. Indianapolis IN 07/2020 Present
Unemployed Indianapolis IN 01/2020 07/2020
  • 06/2019 → 01/2020
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 12/2016 → 06/2019
    Puccini's Smiling Teeth Pizza And Pasta
    West Lafayette, IN
  • 05/2018 → 08/2018
    Ojm Group
    Cincinnati, OH
  • 03/2016 → 09/2016
    Cousin Pauly's
    West Lafayette, IN
  • 09/2016 → 12/2016
    Purdue Exponent
    West Lafayette, IN
  • 06/2017 → 08/2017
    Forester's Financial
    Indianapolis, IN
  • 07/2020 → Present
    Indianapolis, IN
  • 01/2020 → 07/2020
    Unemployed
    Indianapolis, IN
Designations
  • Certified Financial Planner
Other Names
  • Nicholas James Rosebraugh
  • Nicholas J Rosebraugh

View on SEC IAPD

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