David Neal Crossman
Investment adviser representative at Bedel Financial Consulting Inc
14 yearsExperience
3 statesRegistered in
CFADesignation
$2.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Bedel Financial Consulting, Inc.Jun 2012 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 3 states (CA, IN, NC).
Bedel Financial Consulting Inc
$2.9BAssets managed
1,162Clients
19Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2221212
- Firm CRD
- 105653