Harry
Boesch
Wellington Investment Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Harry Boesch is a financial advisor operating in Bloomington, Indiana with 7 years of industry experience. Boesch currently works for Wellington Investment Advisors. Throughout their career, Boesch has worked at Wells Fargo Advisors Financial Network, LLC, Retired, Wellington Investment Advisors and Private Client Services LLC. Boesch holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Florida, Indiana, Michigan, Tennessee and Texas. Wellington Investment Advisors is an advisory firm headquartered in Bloomington, IN. The investment advisory business has offices in four locations and a total of seven people on staff. It administers $148 million in assets among its 784 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 784 customer accounts, 19% belong to high-net-worth investors who have greater than $1 million in assets. The company has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management depend on which service is offered. Fee types charged by Wellington Investment Advisors typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Wellington Investment Advisors Brokerage Details
$148,189,000
7
784
$189,017
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Harry Boesch Work History
Harry has been registered as a financial advisor for 7 years.*
Wellington Investment Advisors
Private Client Services LLC
Wells Fargo Advisors Financial Network, LLC
Retired
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Harry Boesch 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 Investment Advisors
Bloomington, IN
Bloomington, IN
Bloomington, IN
Bloomington, IN
Bloomington, IN
Bloomington, IN
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.