The Wellington Group- Financial Advisor Indianapolis, IN

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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.

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General Information

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

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

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

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

Paladin Advisors

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Paladin Research Report For:

The Wellington Group