The Wellington Group
9000 Keystone Crossing Suite 400
Indianapolis, IN 46240
3178465055
About The Wellington Group
At The Wellington Group, we're committed to more than just providing financial know-how. We create financial strategies that align with all of life's whys' the people, places and things you love most. No matter what that looks like for you, it's our team's mission to provide the guidance and support you need to bring your why to life.
See Disclosures
General Information
Firm Start Year
CRD#
6440839
Firm CRD#
306298
States Licensed in
IN
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts
Compliance
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Firm Information
Assets Managed by Firm
$145,594,172
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1892831/rothira-The-Wellington-Group-detailed-disclosure.html