Wallington Asset Management

Wallington Asset Management (CRD# 143360) is a financial advisory firm headquartered in Indianapolis, IN. They manage $1,050,668,660 in 839 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
8900 Keystone Crossing, Suite 1015, Indianapolis, IN 46240
http://www.wallingtonasset.com/
By the Numbers
  • Total Assets Under Management
    1,051
    MILLION
  • Total Number of Accounts
    839
    ACCOUNTS
  • Average Account Value
    $1,252,287
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CO, FL, GA, IL, IN, LA, NC, NY, TX, WA

Financial Advisors at Wallington Asset Management
Showing 1 - 7 of 7 top financial advisors.
1
Michael Charles, financial advisor Indianapolis IN
Michael A. Charles
CRD#: 2085035
8900 Keystone Crossing, Suite 1015, Indianapolis, IN 46240

Michael Charles (CRD# 2085035) is an Investment Advisor Representative working at Wallington Asset Management in Indianapolis, IN and has over 33 years of experience in the finance industry.

2
Jeffrey Dowden, financial advisor Indianapolis IN
Jeffrey G. Dowden
CRD#: 1985678
8900 Keystone Crossing, Suite 1015, Indianapolis, IN 46240

Jeffrey Dowden (CRD# 1985678) is an Investment Advisor Representative working at Wallington Asset Management in Indianapolis, IN and has over 34 years of experience in the finance industry.

3
Daniel Klemkosky, financial advisor Indianapolis IN
Daniel R. Klemkosky
CRD#: 6546765
8900 Keystone Crossing, Suite 1015, Indianapolis, IN 46240

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.

4
Jacob Reynolds, financial advisor Indianapolis IN
Jacob M. Reynolds
CRD#: 6791499
8900 Keystone Crossing, Suite 1015, Indianapolis, IN 46240

Jacob Reynolds (CRD# 6791499) is an Investment Advisor Representative working at Wallington Asset Management in Indianapolis, IN and has over 6 years of experience in the finance industry.

5
Christopher Weiss, financial advisor Indianapolis IN
Christopher P. Weiss
CRD#: 6592383
8900 Keystone Crossing, Suite 1015, Indianapolis, IN 46240

Christopher Weiss (CRD# 6592383) is an Investment Advisor Representative working at Wallington Asset Management in Indianapolis, IN and has over 8 years of experience in the finance industry.

6
Terence Weiss, financial advisor Indianapolis IN
Terence P. Weiss
CRD#: 1054788
8900 Keystone Crossing, Suite 1015, Indianapolis, IN 46240

Terence Weiss (CRD# 1054788) is an Investment Advisor Representative working at Wallington Asset Management in Indianapolis, IN and has over 40 years of experience in the finance industry.

7
Samuel Oliphant, financial advisor Indianapolis IN
Samuel Oliphant
CRD#: 7395962
8900 Keystone Crossing, Suite 1015, Indianapolis, IN 46240

Samuel Oliphant (CRD# 7395962) is an Investment Advisor Representative working at Wallington Asset Management in Indianapolis, IN and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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