Wellington Investment Advisors Employee Directory

Financial ServicesIndiana, United States2-10 Employees

We are a group of independent financial advisors bringing you thoughtful, personalized investment advice and guidance. Whether you wish to invest for retirement, plan for your child's or grandchild's education, or prepare for any other life event, we are here to help you work toward your financial goals.

Find Wellington Investment Advisors employees' phone numbers or email addresses

Wellington Investment Advisors Global Highlights

North America
6

United States Of America
6

Wellington Investment Advisors's Leadership

P. B.
Chief Executive Officer
Mobile Phone
Email
K. B.
Chief Compliance Officer
Mobile Phone
Email
D. U.
Cfp®, Senior Financial Advisor
Mobile Phone
Email
T. B.
Financial Advisor
Mobile Phone
Email

Contact profiles from Wellington Investment Advisors

Name

Title

Contact Info

Location

Last Update

K. B.
Chief Compliance Officer
Mobile Phone
Email
United StatesIndiana
Oct 22, 2024
P. B.
Chief Executive Officer
Mobile Phone
Email
United StatesIndiana
Feb 20, 2025
D. U.
Cfp®, Senior Financial Advisor
Mobile Phone
Email
United StatesIndiana
Jun 04, 2025
T. B.
Financial Advisor
Mobile Phone
Email
United StatesIndiana
May 16, 2025

Frequently Asked Questions

What is Wellington Investment Advisors known for?

Wellington Investment Advisors operates in the Financial Services industry. The company's main headquarters is located in 121 East 6th Street, Suite 2. Explore Wellington Investment Advisors's company overview page for more information.

What is Wellington Investment Advisors's most common email format?

Wellington Investment Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wellington Investment Advisors email formats with LeadIQ.

How many employees does Wellington Investment Advisors have currently?

Wellington Investment Advisors has approximately 10 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Wellington Investment Advisors's key employees and leadership?

As of December 2025, Wellington Investment Advisors's key employees include:

Chief Executive Officer: P. B.
Chief Compliance Officer: K. B.
Cfp®, Senior Financial Advisor: D. U.
Financial Advisor: T. B.

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