Harry Boesch, financial advisor Bloomington IN
93 score

Harry Boesch

CRD Number: 1339329
Current Firm: Wellington Investment Advisors

Harry Boesch (CRD# 1339329) is an Investment Advisor Representative working at Wellington Investment Advisors in Bloomington, IN and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Wellington Investment Advisors Bloomington, IN Aug 2016 - Current 1
Private Client Services LLC Louisville, KY Sep 2016 - Jul 2017 < 1
Wells Fargo Advisors Financial Network, LLC Portage, MI Jun 2013 - Sep 2016 3
Retired Augusta, MI Dec 2012 - Jun 2013 < 1
J.j.b. Hilliard, W.l. Lyons, Inc. Battle Creek, MI Nov 1997 - Dec 2012 15
Hilliard Lyons Battle Creek, MI Nov 1997 - Dec 2012 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1985
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Harry W. Boesch
Phone Number: 812-333-0874
Registered State(s):
  • FL
  • TN
  • IN
  • MI
By the Numbers
  • Total Assets Under Management
    60
    MILLIONS
  • Total Number of Accounts
    262
    ACCOUNTS
  • Average Account Value
    $230,358
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

FL, IN, MI, TN, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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