The Wellington Group

9000 Keystone Crossing Suite 400

Indianapolis, IN 46240

317-846-5055

Your way to your why

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

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

Services

Investment Types

Stocks, Commodities, Bonds, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments

Can meet clients in the following ways

Email, Phone, Our Office, Video Conference

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

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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1892831/retirementplanning-The-Wellington-Group-detailed-disclosure.html

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