Financial ADVSR advisor directory · SEC adviser records
Wellington Investment Advisors financial advisors in Bloomington, IN
Every SEC-registered investment adviser representative at a Wellington Investment Advisors office in Bloomington, A to Z.
The short answer
9 registered advisors work at Wellington Investment Advisors in Bloomington, out of 9 at the firm nationwide; it ranks number 4 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.
Wellington Investment Advisors advisors in Bloomington, A to Z
Every Wellington Investment Advisors advisor →- Harry W. BoeschInvestment adviser rep
- Katrina BullockInvestment adviser rep
- Paul E. BullockAlso a broker rep
- Shawn C. ForceInvestment adviser rep
- Matthew S. KrugmanCertified Financial Planner · Also a broker rep
- Benjamin M. PogorelcInvestment adviser rep
- Patrick A. ScottInvestment adviser rep
- Douglas A. UmmelCertified Financial Planner · Also a broker rep
- Nathan UmmelInvestment adviser rep
Wellington Investment Advisors advisors in every city and state →Wellington Investment Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Bloomington
All Bloomington advisors →Robert W. Baird & Co. Incorporated 13Hurlow Wealth Management Group, Inc. 10Cfci 9Edward Jones 8Commonwealth Financial Network 5J.P. Morgan Securities LLC 4Raymond James & Associates, Inc. 3Raymond James Financial Services Advisors, Inc. 3
Questions
How many financial advisors does Wellington Investment Advisors have in Bloomington?
9 investment adviser representatives are registered at Wellington Investment Advisors offices in Bloomington, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.
Is Wellington Investment Advisors one of the largest advisor employers in Bloomington?
Wellington Investment Advisors ranks number 4 in Bloomington by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 13.
How do I check a Wellington Investment Advisors advisor in Bloomington?
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 Wellington Investment Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.