Bill Wendling

Chief Investment Officer at Bedel Financial Consulting, Inc.

Finance

Consumer Services

Profile

Mr. William J.
Wendling, CFA, is a Senior Portfolio Manager & Chief Investment Officer at Bedel Financial Consulting, Inc. As a portfolio manager, he partners with clients in helping to ensure their portfolio is invested in the best way to meet their long-term goals.
He has over 20 years of experience in fee-only financial planning and investment management.
His experience includes developing and implementing investment strategies in coordination with financial goals.
He received his Bachelor of Science in Economics/Finance and Mathematics Double Major, Magna cum laude, from the University of Indianapolis and was awarded Chartered Financial Analyst designation.

Bill Wendling active positions

Companies	Position	Start
Bedel Financial Consulting, Inc. Bedel Financial Consulting, Inc. Investment ManagersFinance Bedel Financial Consulting, Inc. (Bedel Financial) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Indianapolis, Indiana. The firm was founded by Elaine Kops-Bedel in 1989. Bedel Financial provides customized portfolio management to private individuals, families, trusts, estates, charitable organizations, institutions and retirement plans.	Chief Investment Officer	1996-04-30

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Training of Bill Wendling

University of Indianapolis

Undergraduate Degree

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Private companies	1
Bedel Financial Consulting, Inc. Bedel Financial Consulting, Inc. Investment ManagersFinance Bedel Financial Consulting, Inc. (Bedel Financial) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Indianapolis, Indiana. The firm was founded by Elaine Kops-Bedel in 1989. Bedel Financial provides customized portfolio management to private individuals, families, trusts, estates, charitable organizations, institutions and retirement plans.	Finance