Austin Stagman, CIMA®

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Portfolio Manager

As a Portfolio Manager, I work to construct and maintain each client’s investment portfolio to ensure it is aligned with their specific short- and long-term financial goals. As a member of the Investment Committee, I regularly monitor investment vehicles and explore new investment opportunities.

Professional Investment Experience

  • About eight years of experience in the financial services industry
  • 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.
  • Investment research and due diligence
  • Portfolio construction and maintenance

Career History

  • Bedel Financial Consulting, Inc., Portfolio Manager
  • 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

Education

  • 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®


BLOG POSTS

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Jun 14, 2021

Inflation’s Impact on Your Portfolio

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Tales from the Crypt-o

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Hedge Funds: Risky Investment or Portfolio Diversifier?

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Dow Jones: 30,000 Points?

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Aug 24, 2020

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Tax Time! IRA Basics and Surprising Facts

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Demystifying Economic Indicators

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Sep 30, 2019

Strong versus Weak Dollar - Which Is Better?

Currency exchange rates around the globe are always fluctuating, including our U.S. dollar. Right now the U.S. dollar is “strong.” That’s a good thing for your wallet and the economy, right? Not necessarily. Economists can make a valid argument either way. Take a look at what determines the strength of a currency and the impact it can have.

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Jul 17, 2019

Investing in HSA’s

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Jun 10, 2019

SECURE Act: Retirement Changes Are on the Horizon

Retirement changes are on the horizon with the House’s passing of the SECURE (Setting Every Community Up for Retirement Enhancement) Act. The act is designed to encourage saving for retirement and promote long-term financial stability. Read on to see how the proposed changes might affect your retirement planning, and when the bill could go into effect if it passes the Senate.