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About
Austin Stagman, CIMA®, is a Portfolio Manager at Bedel Financial Consulting, Inc. in Indianapolis, IN, where he leads the construction and ongoing management of customized investment portfolios to align with each client’s unique financial objectives. As a member of the firm’s Investment Committee, he is responsible for regular monitoring of investment vehicles, conducting due diligence, and evaluating new investment opportunities.
Stagman’s investment expertise spans a range of asset classes, including equity securities, fixed income, advanced options trading, and alternative investments such as penny stocks and digital assets like Bitcoin. He also focuses on additional areas relevant to affluent clients, including equity compensation, market volatility, inflation hedging, used vehicle markets, and the impact of interest rate changes, drawing upon his experience servicing high-net-worth individuals.
Prior to his current role, Stagman served as an Investment Analyst at Bedel Financial Consulting, following previous experience as an Affluent Client Professional and Investment Representative at Charles Schwab. He holds a Bachelor of Liberal Arts in Economics from Hanover College and the Certified Investment Management Analyst® (CIMA®) credential, reflecting his commitment to rigorous investment research and high professional standards.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Bedel Financial Consulting | Portfolio Manager | Feb 2020 to Present | — |
| Bedel Financial Consulting, Inc. | Investment Analyst | Jan 2016 to Feb 2020 | Bedel Financial Consulting, Inc. is a comprehensive, fee-only wealth management firm dedicated to helping clients achieve financial clarity and security. As a fee-only financial and investment service... |
| Charles Schwab | Affluent Client Professional | Aug 2015 to Jan 2016 | -Indianapolis Pinnacle Team - Great Lakes Region -Work closely with Financial Consultants to service client's accounts -Service accounts in excess of $1 million -Research client questions and inquirie... |
| Charles Schwab | Financial Service Professional | Aug 2014 to Aug 2015 | -Series 7 and 63 licensed -- registered in all 50 states -Efficiently trade and service client's accounts -Service trade disputes and trade related issues -Provide accurate information to help clients... |
| C.H. Robinson | Transportation Sales Representative | Jul 2013 to Aug 2014 | - Manage existing and develop new shipper/carrier relationships - Effectively negotiate rates - Source carriers - Generate business leads - Manage logistic information systems |
| Sam Hanna for Sheriff Campaign | Treasurer | May 2013 to Apr 2014 | -Balance campaign budget -Monitor contributions and expenditures -Guidance in complying with election law on day to day basis |
| Horner Recreational Center | Employee | Jan 2011 to May 2013 | Allow entry to the facility, manage cash drawer, supervise facility. |
| Elwood, Indiana Economic Redevelopment Committee | Intern | Jun 2012 to Aug 2012 | -Internship working on innovative approaches to dealing with the problem of abandoned property and properties delinquent on their taxes. -Created databases for 1,378 properties delinquent on their tax... |
| Red Cross FIJI Football Run | Volunteer | Jan 2010 to Jan 2012 | Volunteer and participant. |
| Killbuck Golf Course | Pro-Shop Assistant | Jan 2008 to Jan 2012 | Worked on and around the golf course and inside the pro shop. Assisted in bettering the development and layout of the course. |
| Walk to End Alzheimers | Volunteer | Jan 2011 to Jan 2011 | Volunteer and Participant |
| Sam Hanna for Sheriff Committee | Volunteer | Jan 2006 to Jan 2011 | Worked on campaign trail, helped individuals vote and informed them on voting processes, walked in parades, handed out flyers. |
| Finish Line | Stock Room Manager, Sales Associate | Jan 2006 to Jan 2008 | Managed and organized stock room, sent and received orders from across the country, sold shoes and accessories to customers, arranged displays that appealed to customers and increase sales. |
| Subway | Sandwich Artist | Jan 2005 to Jan 2006 | Employee |
Education
Hanover College
Bachelor's Degree, Economics Major, Political Science Minor, History Minor
2009 — 2013
Skills & Expertise
Others at Bedel Financial Consulting, Inc. (6)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | Indianapolis, IN , United States |
D Dave Crossman | Portfolio Manager | Columbus, IN , United States |
 | Senior Portfolio Manager | Indianapolis, IN , United States |
W William Wendling | Sr. Portfolio Manager | Carmel, IN , United States |
 | Investment Analyst | Indianapolis, IN , United States |
N Nicholas Kelly | Portfolio Manager | Indianapolis, IN , United States |
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| Name | Role | Fund | Location |
|---|---|---|---|
D Don Woodley | Principal | Woodley Farra Manion Portfolio Management Inc. | Indianapolis, IN , United States |
 | Principal | Woodley Farra Manion Portfolio Management Inc. | Indianapolis, IN , United States |
A Andrew Renz | Chief Investment Officer | Invst, LLC | Indianapolis, IN , United States |
 | Partner | Invst, LLC | Zionsville, IN , United States |
