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).
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Total Assets Under Management187MILLION
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Total Number of Accounts905ACCOUNTS
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Average Account Value$206,612
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, FL, IN, MI, OH, SC, TN, TX
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.
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.
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.
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.
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.
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.