Nicholas Kelly
Investment adviser representative at Bedel Financial Consulting Inc
12 yearsExperience
1 stateRegistered in
$2.9BFirm assets
37 yearsFirm in business
Are you Nicholas Kelly? Claim your profile
Contact this firm
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
12 years in the industry.
- Bedel Financial Consulting IncApr 2025 to now
- Hamilton Capital Partners LLCJun 2024 to Apr 2025
- Ameriprise Financial Services, LLCJan 2024 to Jun 2024
- Bbr PartnersSep 2022 to Dec 2023
- UBS Financial Services Inc.Feb 2022 to Sep 2022
- Morgan StanleyOct 2019 to Feb 2022
- Brookfield Properties RetailJun 2018 to Oct 2019
- Indiana UniversityAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7179678
- Firm CRD
- 105653