William J. Wendling
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Personal Investment Management and Financial Planning Experience
- Approximately 15 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, Chair of Investment Committee
- Indiana Business Modernization and Technology, Financial Analyst
Education and Professional Designations
- Awarded Chartered Financial Analyst designation.
- Bachelor of Science, Economics/Finance and Mathematics Double Major, University of Indianapolis, Magna cum laude
- Presidential Scholar, University of Indianapolis.
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Professional Activities
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Board Member and Past President, CFA Society of Indianapolis
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Nominating Committee Chair, Midwest Region, CFA Institute
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Member, CFA Institute
Publishing
- Contributing writer to Bedel Financial Consulting Inc.'s quarterly newsletter.
- Published bi-weekly column in The Reflector, University of Indianapolis.
Community Activities
- Board of Advocates, University of Indianapolis.
- Participant with Central American Lutheran Mission Society
- Treasurer, Greater Indianapolis Area Emmaus Community
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