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Get a complimentary Retirement Review and a financial plan made just for you. Exclusively for faculty and staff of Indiana University.
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Wellington specializes in helping faculty and staff of Indiana University navigate the complexities of their retirement planning. Our team will help you gain confidence and clarity with your personal situation.
Submit the simple request form and our team will contact you to prepare a custom financial plan based on your unique situation.
Your planning team
Paul Bullock
A fiduciary securities veteran, and CEO of Wellington Investment Advisors. Paul has managed retirement assets for over 32 years and specializes in working with Indiana University faculty and staff.
Gregory Renn, CFP®
Certified Financial Planner (CFP®) and experienced professor of practice at Indiana University’s Kelley School of Business.
About Wellington Investment Advisors
We’re proud of the business we’ve built. We have a great staff and team of advisors—some of the best in the business—that share the values of doing what’s in the best interest of our clients. We take pride in our work and in going above and beyond for our clients.
We customize every portfolio to help you achieve your specific goals. Whether that’s wealth creation, planning for retirement, or putting someone you love through college, we will help you create a plan that meets your goals. We all have different ideas for how we want to live our lives; if you can envision it, we will do our best to help you achieve it.
This is our vision; can we help you with yours?
Wellington Investment Advisors is a separate entity and not affiliated with or endorsed by Indiana University
contact
Bloomington Office:
121 E 6th St., Suite 2, Bloomington, IN 47408
(812) 333-0874
Michigan Office (advisory business only):
8801 N 32nd St, STE B-1, Richland, MI 49083
Indianapolis Office (by appointment only):
3815 River Crossing Parkway, Indianapolis, IN 46240
(317) 452-8480
Lafayette Office (by appointment only):
300 Main St., Suite 212, Lafayette, IN 47901
(765) 588-1745
Columbus Office (by appointment only):
500 Franklin St., Columbus, IN 47201
(812) 333-0874
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Advisory products and services offered by Investment Advisory Representatives through Wellington Investment Advisors, a SEC Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services, Member FINRA / SIPC. Private Client Services is not affiliated with Wellington Investment Advisors (or affiliated companies). This website is solely for informational purposes. Investing involves risk and possible loss of principal capital. No advice may be rendered by Wellington Investment Advisors unless a client service agreement is in place with you.
This site is published for residents of the United States Only. Financial Advisors of Wellington Investment Advisors/ Private Client Services may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all products and/or services referenced on this site may be available in every state and offered by every Financial Advisor. For additional information please contact your Financial Advisor.
Insurance-related services may not be provided to individuals residing in any states other than (IN, MI, TN, AL, OR, MA, SC, AZ, TX).
Our advisors are registered with FINRA. You can find out more information about us and Private Client Services by going to Brokercheck.
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