Wellington Investment Advisors

Wellington Investment Advisors (CRD# 283853) is a financial advisory firm headquartered in Bloomington, IN. They manage $186,984,000 in 905 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    187
    MILLION
  • Total Number of Accounts
    905
    ACCOUNTS
  • Average Account Value
    $206,612
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, IN, MI, OH, SC, TN, TX

Financial Advisors at Wellington Investment Advisors
Showing 1 - 6 of 6 top financial advisors.
1
Harry W. Boesch
CRD#: 1339329
121 E. 6th Street, Suite 2, Bloomington, IN 47408

Harry Boesch (CRD# 1339329) is an Investment Advisor Representative working at Wellington Investment Advisors in Bloomington, IN and has over 38 years of experience in the finance industry.

2
Paul E. Bullock
CRD#: 1966948
121 E. 6th Street, Suite 2, Bloomington, IN 47408

Paul Bullock (CRD# 1966948) is an Investment Advisor Representative working at Wellington Investment Advisors in Bloomington, IN and has over 34 years of experience in the finance industry.

3
Shawn C. Force
CRD#: 2187042
121 E. 6th Street, Suite 2, Bloomington, IN 47408

Shawn Force (CRD# 2187042) is an Investment Advisor Representative working at Wellington Investment Advisors in Bloomington, IN and has over 11 years of experience in the finance industry.

4
Douglas A. Ummel
CRD#: 3052458
121 E. 6th Street, Suite 2, Bloomington, IN 47408

Douglas Ummel (CRD# 3052458) is an Investment Advisor Representative working at Wellington Investment Advisors in Bloomington, IN and has over 25 years of experience in the finance industry.

5
Taylor Bayly
CRD#: 7584172
121 E. 6th Street, Suite 2, Bloomington, IN 47408

Taylor Bayly (CRD# 7584172) is an Investment Advisor Representative working at Wellington Investment Advisors in Bloomington, IN and has 1 year of experience in the finance industry.

6
Katrina Bullock
CRD#: 7485248
121 E. 6th Street, Suite 2, Bloomington, IN 47408

Katrina Bullock (CRD# 7485248) is an Investment Advisor Representative working at Wellington Investment Advisors in Bloomington, IN and has 1 year of experience in the finance industry.

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