Nicholas Kelly

Portfolio Manager at Bedel Financial Consulting

Role
Portfolio Manager at Bedel Financial Consulting
Location
Indianapolis, IN, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Portfolio Manager

    Bedel Financial Consulting

    Apr 2025 — Present · Indianapolis, IN, US

    Bedel Financial Consulting, Inc is a comprehensive, fee-only wealth management firm dedicated to helping clients achieve financial clarity and security. As a fee-only financial and investment services firm, our clients can rest assured knowing that we do not sell any products nor do we ever receive any form of commission. With approximately $2 billion in actively managed assets, Bedel Financial Consulting is one of the top 25 Women-Owned Registered Investment Advisor (RIAs) in the country, according to WealthManagement.com, and one of the Top 100 Financial Advisors in America, according to CNBC.

Education

  • Indiana University Bloomington

    Bachelor’s Degree

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Nicholas Kelly — Portfolio Manager at Bedel Financial Consulting in Indianapolis, IN, US | Unifers