Michael
Shively
Wellington Wealth Strategies, LLC
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About this Advisor
Michael Shively is a financial advisor based in Indianapolis, Indiana, working with Wellington Wealth Strategies, LLC. Michael has previously held positions at Charles Schwab & Co., Inc, Towne Park, LTD, Pizza Hut, Crew Car Wash, Indiana University Purdue University Indianapolis, Logansport Community High School, The Wellington Group LLC, Guardian Life Insurance Company, Park Avenue Securities, and Wellington Wealth Strategies. Michael has passed the Series 66 regulatory exam and is registered to provide services in Indiana and Texas. Currently, Michael 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
Services Offered
Fee Structure
Office Location
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Wellington Wealth Strategies, LLC Brokerage Details
$279,598,620
18
1,198
$233,388
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michael Shively Work History
Wellington Wealth Strategies
The Wellington Group LLC
Guardian Life Insurance Company
Park Avenue Securiites
Charles Schwab & Co., Inc
Crew Car Wash
Towne Park, LTD
Indiana University Purdue University Indianapolis
Pizza Hut
Logansport Community High School
Disclosures
Please visit the SEC profile of Michael Shively 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
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
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