Christopher
Bauchle

Wellington Wealth Strategies, LLC

CRD#7351200
Investment Advisor
in Indianapolis, IN

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About this Advisor

Christopher Bauchle is a financial advisor based in Indianapolis, Indiana, working with Wellington Wealth Strategies, LLC. Christopher has previously held positions at the Indianapolis Fire Department and Wellington Wealth Strategies. Christopher has passed the Series 65 regulatory exam and is registered to provide services in Indiana. Currently, Christopher is part of Wellington Wealth Strategies, LLC, which operates out of Indianapolis, Indiana. The firm has 1 office and 18 employees. The firm manages assets totaling $279.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Wellington Wealth Strategies, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

9000 Keystone Crossing Suite 400
Indianapolis, IN 46240

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Wellington Wealth Strategies, LLC Brokerage Details

Total Assets Under Management

$279,598,620

IN Average: $1,347,246,178
Total Number of Employees

18

IN Average: 46
Total Number of Accounts

1,198

IN Average: 1,775
Average Account Size

$233,388

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Christopher Bauchle Work History

2021 - Present (3 years)

Wellington Wealth Strategies

2014 - Present (10 years)

Indianapolis Fire Department

Disclosures

Please visit the SEC profile of Christopher Bauchle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wellington Wealth Strategies, LLC

Nicholas Prokai
Indianapolis, IN
Christopher Bauchle
Indianapolis, IN
Andrew Cornell
Indianapolis, IN
Patrick Dykstra
Indianapolis, IN
Brian Bodamer
Indianapolis, IN
Michael Shively
Indianapolis, IN
Joshua Damore
Indianapolis, IN
Ross Gaddy
Indianapolis, IN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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