LeadIQ logo
Learn more at LeadIQ.com
Wellington Investment Advisors logo

Wellington Investment Advisors Employee Directory

Financial ServicesIndiana, United States2-10 Employees

Wellington Investment Advisors is a financial services firm that offers independent, personalized investment guidance aimed at helping clients pursue financial goals such as retirement planning and education funding for children or grandchildren. Based in Bloomington, Indiana, the firm serves individuals seeking thoughtful, tailored strategies for various life events and financial objectives. With a focus on independent advisory services, it positions itself within the broader asset management and wealth planning industry by delivering guidance that considers each client’s unique circumstances. The firm emphasizes a collaborative approach designed to support clients as they work toward their long‑term financial plans, leveraging its local presence to understand client needs. Wellington Investment Advisors operates from its Bloomington location and serves a client base seeking disciplined planning and personalized investment oversight.

Find Wellington Investment Advisors employees' phone numbers or email addresses

Wellington Investment Advisors Global Highlights

Location
Employees

North America
9

Minus sign iconPlus sign icon
  • United States Of America
    9

Wellington Investment Advisors's Leadership

  • Chief Executive Officer at Wellington Investment Advisors
    P. B.
    Chief Executive Officer
    Mobile Phone
  • Chief Compliance Officer at Wellington Investment Advisors
    K. B.
    Chief Compliance Officer
    Mobile Phone
  • Cfp®, Senior Financial Advisor at Wellington Investment Advisors
    D. U.
    Cfp®, Senior Financial Advisor
    Mobile Phone
  • Financial Advisor at Wellington Investment Advisors
    T. B.
    Financial Advisor
    Mobile Phone

Wellington Investment Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Legal
  • Other
  • Community & Social Services

Contact profiles from Wellington Investment Advisors

Name
Title
Contact
Location
Last Update
  • Chief Compliance Officer at Wellington Investment Advisors
    K. B.
    Chief Compliance Officer
    Mobile Phone
    United States, Indiana
    Oct 22, 2024
  • Chief Executive Officer at Wellington Investment Advisors
    P. B.
    Chief Executive Officer
    Mobile Phone
    United States, Indiana
    Feb 20, 2025
  • Cfp®, Senior Financial Advisor at Wellington Investment Advisors
    D. U.
    Cfp®, Senior Financial Advisor
    Mobile Phone
    United States, Indiana
    Jun 04, 2025
  • Financial Advisor at Wellington Investment Advisors
    T. B.
    Financial Advisor
    Mobile Phone
    United States, Indiana
    May 16, 2025

Frequently Asked Questions

What is Wellington Investment Advisors known for?

Minus sign iconPlus sign iconWellington Investment Advisors operates in the Financial Services industry. Explore Wellington Investment Advisors's company overview page for more information.

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

Minus sign iconPlus sign iconWellington Investment Advisors employees' email format typically follows the pattern of First@wellingtoninvestmentadvisors.com. 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?

Minus sign iconPlus sign iconWellington Investment Advisors has approximately 10 employees as of September 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of September 2026, 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.