This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

BEDEL FINANCIAL CONSULTING INC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2013earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Apr 29, 2015

First registration

Apr 29, 2015

Dual registered

no

Other names

CARA LOUISE MCCARTHY

IAPD individual key

6256790

• Occurred

  Sep 4, 2025
  Advisor changed firm

  Cara Louise-Mccarthy Buchanan left Ellenbecker Investment Group for Bedel Financial Consulting Inc (registered 2025-12-05)

  Form ADVobserved 4 days ago
• Occurred

  Sep 11, 2023
  Advisor changed firm

  Cara Louise-Mccarthy Buchanan left Robert W. Baird & Co. Incorporated for Ellenbecker Investment Group (registered 2023-11-08)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6eef4aad-c8e7-d334-8e57-8643c20ee9cd

First observed

Apr 29, 2015

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.