Jonathan Koop
Bedel Financial Consulting · Indianapolis, Indiana
Jonathan Koop is a fee-only financial advisor at Bedel Financial Consulting in Indianapolis, Indiana, who holds the CFA credential. Bedel Financial Consulting reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Bedel Financial Consulting |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.92B across 5,435 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IN · CRD 6101560 |
| Exams passed | Series 66 (2012) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.bedelfinancial.com |
How Jonathan's firm compares
- Bedel Financial Consulting's average account is about $537,000, from its Form ADV (assets managed divided by 5,435 accounts).
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Questions about Jonathan
Is Jonathan Koop a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Bedel Financial Consulting reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, Bedel Financial Consulting, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jonathan Koop based?
Jonathan Koop is based in Indianapolis, Indiana.
What credentials does Jonathan Koop hold?
Jonathan Koop holds the CFA credential.
Is Jonathan Koop registered with the SEC?
Yes. Jonathan Koop is registered as an investment adviser representative in IN (CRD 6101560), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bedel Financial Consulting manage?
Bedel Financial Consulting reports $2.92B across 5,435 accounts in assets under management.
How do I contact Jonathan Koop?
Through Jonathan's website, www.bedelfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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