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RIA / WealthAdvisor12 years in industry

Nicholas Kelly

Advisor at BEDEL FINANCIAL CONSULTING INC

INDIANAPOLIS, IN

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Search this name across graphsid dfx:ria:f1f1ac08-7ce3-58d6-efd6-b20a4e737416

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 5
On other graphs: 0
Observed: Feb 14, 2020 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Feb 14, 2020
First registration: Feb 14, 2020
Dual registered: no
Other names: Nicholas Kelly|Nicholas Alexander Kelly
IAPD individual key: 7179678

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BEDEL FINANCIAL CONSULTING INC	Independent wealth	Jun 3, 2025	n/a	yes	INDIANAPOLIS, IN	Current employment
HAMILTON CAPITAL PARTNERS, LLC	Independent wealth	Jun 20, 2024	Mar 31, 2025	no	ATLANTA, GA\|Chicago, IL	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jan 3, 2024	May 9, 2024	no	Chicago, IL	Previous registration
BBR PARTNERS, LLC	Independent wealth	Sep 28, 2022	Nov 28, 2023	no	Chicago, IL\|NEW YORK, NY	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Feb 9, 2022	Sep 22, 2022	no	NORTHBROOK, IL	Previous registration
MORGAN STANLEY	Wirehouse	Feb 14, 2020	Feb 8, 2022	no	Chicago, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HAMILTON CAPITAL PARTNERS, LLC	BEDEL FINANCIAL CONSULTING INC	Mar 31, 2025	Jun 3, 2025	64	Firm change	RIA to RIA
AMERIPRISE FINANCIAL SERVICES, LLC	HAMILTON CAPITAL PARTNERS, LLC	May 9, 2024	Jun 20, 2024	42	Firm change	Ibd to RIA
BBR PARTNERS, LLC	AMERIPRISE FINANCIAL SERVICES, LLC	Nov 28, 2023	Jan 3, 2024	36	Firm change	RIA to ibd
UBS FINANCIAL SERVICES INC.	BBR PARTNERS, LLC	Sep 22, 2022	Sep 28, 2022	6	Firm change	Wirehouse to RIA
MORGAN STANLEY	UBS FINANCIAL SERVICES INC.	Feb 8, 2022	Feb 9, 2022	1	Firm change	Wirehouse to wirehouse

Relationships

Registered with (6)

→ BEDEL FINANCIAL CONSULTING INCRegistered adviserregistration: current employment
Jun 3, 2025 to presentfactForm ADV
→ HAMILTON CAPITAL PARTNERS, LLCRegistered adviserregistration: previous registration
Jun 20, 2024 to Mar 31, 2025factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 3, 2024 to May 9, 2024factForm ADV
→ BBR PARTNERS, LLCRegistered adviserregistration: previous registration
Sep 28, 2022 to Nov 28, 2023factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Feb 9, 2022 to Sep 22, 2022factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Feb 14, 2020 to Feb 8, 2022factForm ADV

Dated events

Occurred
Mar 31, 2025
Advisor changed firm
Nicholas Kelly left Hamilton Capital Partners, Llc for Bedel Financial Consulting Inc (registered 2025-06-03)
Form ADVobserved 4 days ago
Occurred
May 9, 2024
Advisor changed firm
Nicholas Kelly left Ameriprise Financial Services, Llc for Hamilton Capital Partners, Llc (registered 2024-06-20)
Form ADVobserved 4 days ago
Occurred
Nov 28, 2023
Advisor changed firm
Nicholas Kelly left Bbr Partners, Llc for Ameriprise Financial Services, Llc (registered 2024-01-03)
Form ADVobserved 4 days ago
Occurred
Sep 22, 2022
Advisor changed firm
Nicholas Kelly left Ubs Financial Services Inc. for Bbr Partners, Llc (registered 2022-09-28)
Form ADVobserved 4 days ago
Occurred
Feb 8, 2022
Advisor changed firm
Nicholas Kelly left Morgan Stanley for Ubs Financial Services Inc. (registered 2022-02-09)
Form ADVobserved 4 days ago