Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
32 years
Location
Bedford, IN 47421
Cfci
Team
Michael Fidler is a financial advisor with Cfci, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Comprehensive Financial Consultants Institutional, Inc., J. W. Cole Advisors, Inc., J. W. Cole Financial, Inc., SPC, and Guardian Life. He is a minor owner and officer in his wife’s silk screen embroidery business and occasionally assists with printing and store maintenance. Cfci serves individual and institutional clients, including high-net-worth individuals and pension plans, offering discretionary portfolio management and financial consulting. The firm employs a model portfolio approach combined with third-party advisers and utilizes a range of investment strategies including option strategies and active cash management.
Based on Cfci
$0 - $250,000: Mutual Fund Model: 1.40% $250,001 - $500,000: Mutual Fund Model: 1.30% $500,001 - $1,000,000: Mutual Fund Model: 1.20% $1,000,001 - $2,500,000: Mutual Fund Model: 1.10% $2,500,001 - $5,000,000: Mutual Fund Model: 1.00% Over $5,000,000+: Mutual Fund Model: Negotiable $0 - $250,000: Fixed Income Model: 1.35% $250,001 - $500,000: Fixed Income Model: 1.30% $500,001 - $1,000,000: Fixed Income Model: 1.20% $1,000,001 - $2,500,000: Fixed Income Model: 1.15% $2,500,001 - $5,000,000: Fixed Income Model: 1.05% Over $5,000,000+: Fixed Income Model: Negotiable $0 - $250,000: Equity Blended Model: 1.65% $250,001 - $500,000: Equity Blended Model: 1.60% $500,001 - $1,000,000: Equity Blended Model: 1.45% $1,000,001 - $2,500,000: Equity Blended Model: 1.35% $2,500,001 - $5,000,000: Equity Blended Model: 1.25% Over $5,000,000+: Equity Blended Model: Negotiable $0 - $250,000: ABP/CoreEQ Model: 1.30% $250,001 - $500,000: ABP/CoreEQ Model: 1.25% $500,001 - $1,000,000: ABP/CoreEQ Model: 1.20% $1,000,001 - $2,500,000: ABP/CoreEQ Model: 1.15% $2,500,001 - $5,000,000: ABP/CoreEQ Model: 1.10% Over $5,000,000+: ABP/CoreEQ Model: Negotiable
Insurance commissions and broker-dealer commissions earned by certain persons affiliated with the firm; separate from advisory fees
$150 per hour for financial consulting services, negotiable
Fee-only: Financial consulting services charged at $150 per hour, negotiable
Bedford, IN
1630 H. St.
Bedford IN 47421
Advisors at this office
1
Indiana
32 years of industry experience
Comprehensive Financial Consultants Institutional, Inc.
2014 - Present • 12 years
Bloomington, IN
J. W. Cole Advisors, Inc.
2013 - Present • 13 years
Tampa, FL
J. W. Cole Financial, Inc.
2013 - Present • 13 years
Tampa, FL
SPC
2008 - 2013 • 5 years
Guardian Life
2001 - 2006 • 5 years
Bedford, IN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
An unpaid judgment or lien against the advisor, such as a tax lien.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
Bedford, IN
Regal Capital Management, Inc.
Bruce Roberts is the sole advisor at Regal Capital Management, Inc., an independent firm based in Bedford, Indiana. He holds a Series 63 designation and has 23 years of industry experience. Since 2016, Roberts has also been involved with Calvary Missionary Church. Regal Capital Management provides personalized investment advice, portfolio structuring, asset allocation, and financial planning services to individuals, high-net-worth clients, trusts and estates, charitable organizations, and pension or profit-sharing plans. The firm emphasizes traditional, long-term investment strategies and routinely works with institutional-style clients and plan sponsors, complementing its service to charitable organizations.
Series 63, Series 66
Bedford, IN
Edward Jones
Jeremy Payton is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL from 2020 to 2023 and at Edward Jones from 2016 to 2020. Outside of his advisory work, he coaches girls junior varsity basketball and baseball at Paoli Junior High School and serves as a deacon at Paoli Christian Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.
Series 63, Series 66
Bedford, IN
LPL Financial
James Bellush is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and over 26 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Edward Jones for 24 years. He is also involved in non-investment business activities, providing bookkeeping, inventory, and logistics support through a separate LLC in Bloomington, IN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.
Series 63, Series 66
Bedford, IN
Edward Jones
Raven Woodward is a financial advisor at Edward Jones with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Edward Jones in 2025, Woodward held positions at Intuit, Goodwill, JP Morgan Chase, Steak N Shake, and World Finance. Edward Jones is a wealth management firm serving more than four million individual and institutional clients across various segments. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Series 63, Series 66
Bedford, IN
J.P. Morgan Securities
Thomas Strange IV is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018, with prior experience at Charles Schwab. Outside of finance, he owns and operates The Dugout, a private baseball training facility serving local athletes. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.
Series 66
Mitchell, IN
Raymond James & Associates
Jennifer Baker is a Series 66-licensed financial advisor with Raymond James & Associates, based in Mitchell, IN. She has two years of industry experience, including prior roles at the same firm and a background at IU Health Paoli Hospital. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting tailored to client needs.
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