Bill Wendling

Direttore degli Investimenti presso Bedel Financial Consulting, Inc.

Consumer Services

Finance

Profilo

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.

Posizioni attive di Bill Wendling

Società	Posizione	Inizio
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.	Direttore degli Investimenti	01/05/1996

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Formazione di Bill Wendling

University of Indianapolis

Undergraduate Degree

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Aziende private

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Società collegate

Aziende private	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