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Financial ADVSR advisor directory · SEC adviser records

The Wellington Grp LLC financial advisors in Indiana

Every SEC-registered investment adviser representative at a The Wellington Grp LLC office in Indiana, by city and A to Z.

The short answer

10 registered advisors work at The Wellington Grp LLC in Indiana, out of 10 nationwide; it's the firm's number 1 state by advisors, and the most are in Indianapolis (10). 3 list the CFP designation and 0 are also registered broker representatives.

The Wellington Grp LLC advisors by city in Indiana

Every firm in Indiana →

Indianapolis 10

The Wellington Grp LLC advisors in Indiana, A to Z

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The Wellington Grp LLC advisors in every state →The Wellington Grp LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many The Wellington Grp LLC financial advisors are in Indiana?

10 investment adviser representatives are registered at The Wellington Grp LLC offices in Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 10 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Where in Indiana does The Wellington Grp LLC have the most advisors?

Indianapolis, with 10. The Wellington Grp LLC has advisors in 1 city in Indiana.

How do I check a The Wellington Grp LLC advisor in Indiana?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the The Wellington Grp LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.