Wallington Asset Management

Wallington Asset Management (CRD# 143360) is a financial advisory firm headquartered in Indianapolis, IN. They manage $586,964,881 in 569 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    587
    MILLION
  • Total Number of Accounts
    569
    ACCOUNTS
  • Average Account Value
    $1,031,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CO, FL, IL, IN, LA

Financial Advisors at Wallington Asset Management
Showing 1 - 5 of 5 top financial advisors.
1
Michael A. Charles
CRD#: 2085035
8900 Keystone Crossing, Suite 1015, Indianapolis, IN 46240
96
Wealthminder
score

Michael Charles (CRD# 2085035) is an Investment Advisor Representative working at Wallington Asset Management in Indianapolis, IN and has over 26 years of experience in the finance industry. Michael Charles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeffrey G. Dowden
CRD#: 1985678
8900 Keystone Crossing, Suite 1015, Indianapolis, IN 46240
96
Wealthminder
score

Jeffrey Dowden (CRD# 1985678) is an Investment Advisor Representative working at Wallington Asset Management in Indianapolis, IN and has over 27 years of experience in the finance industry.

3
Terence P. Weiss
CRD#: 1054788
8900 Keystone Crossing, Suite 1015, Indianapolis, IN 46240
93
Wealthminder
score

Terence Weiss (CRD# 1054788) is an Investment Advisor Representative working at Wallington Asset Management in Indianapolis, IN and has over 32 years of experience in the finance industry.

4
Daniel R. Klemkosky
CRD#: 6546765
8900 Keystone Crossing, Suite 1015, Indianapolis, IN 46240
90
Wealthminder
score

Daniel Klemkosky (CRD# 6546765) is an Investment Advisor Representative working at Wallington Asset Management in Indianapolis, IN and has 1 year of experience in the finance industry.

5
Christopher P. Weiss
CRD#: 6592383
8900 Keystone Crossing, Suite 1015, Indianapolis, IN 46240
87
Wealthminder
score

Christopher Weiss (CRD# 6592383) is an Investment Advisor Representative working at Wallington Asset Management in Indianapolis, IN and has 1 year of experience in the finance industry.

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