Austin Stagman, CIMA®

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Investment Analyst

As an Investment Analyst, I focus on monitoring our clients’ investments and assisting in the research efforts for the Investment Committee. I also provide support to Portfolio Managers and internal teams regarding all facets of investment management and analysis, as well as assisting in client service and care.

Professional Investment Experience

  • Experience includes active trading for clients such as advanced options trading, high dollar trades, penny stocks, fixed income, etc.
  • Servicing trade disputes and trade related issues.
  • Having in depth conversations with clients to help them learn and understand the financial industry.

Career History

  • Bedel Financial Consulting, Inc., Investment Analyst
  • Charles Schwab & Co., Inc., Affluent Client Professional
  • Charles Schwab & Co., Inc., Investment Representative
  • C.H. Robinson Worldwide, Inc., Transportation Sales Representative


  • Bachelor of Liberal Arts, Economics, Hanover College
  • Certified Investment Management Analyst®

Check out more fun facts about Austin:

Meet the Bedel Team | Austin Stagman, CIMA®


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Demystifying Economic Indicators

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Strong versus Weak Dollar - Which Is Better?

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Investing in HSA’s

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SECURE Act: Retirement Changes Are on the Horizon

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Credit Card Balance Transfers: Worth the Hassle?

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Point of Interest (Rates)

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Target-Date Funds: Are They Right for You?

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Stock Market Volatility: How to Survive

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Feb 19, 2018

Investing with the New Tax Plan

Wondering how future investing and tax strategies might be impacted by changes outlined in the Tax Cuts and Jobs Act? What’s changed and what’s stayed the same? We have you covered - we’ve compiled a list of those changes that might be most pertinent to you, as you consider your investment and tax strategies.

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