William J. Wendling

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.