9190 Priority Way West Drive • Suite 120
Indianapolis, Indiana 46240
Phone: (317) 843-1358
Toll Free: (888) 843-1358
Fax: (317) 574-5999

William J. Wendling, CFA, Portfolio Manager

Personal Financial Planning and Investment Management Experience

  • Over nine years of experience in fee-only financial planning and investment management.
  • Experience includes developing and implementing investment strategies in coordination with financial goals.

Career History

  • Bedel Financial Consulting, Inc., Portfolio Manager.
    Wealth Management firm working with individuals and families to achieve financial security and lifetime goals.
  • Indiana Business Modernization and Technology, Financial Analyst.
  • Mathematics and Business Tutor

Education and Professional Designations

  • Awarded Chartered Financial Analyst designation.
  • Bachelor of Science, Economics/Finance and Mathematics Double Major, University of Indianapolis, Magna cum laude, April 1996.
  • Presidential Scholar, University of Indianapolis.

Professional Activities

  • Member, CFA Institute.
  • Member, Investment Management Association of Indianapolis, Inc.

Publishing  

  • Contributing writer to Bedel Financial Consulting Inc.'s quarterly newsletter.
  • Published bi-weekly column in The Reflector, University of Indianapolis.

Community Activities

  • Volunteer, Indiana Sports Corporation.
  • Board of Advocates, University of Indianapolis.