Shawn
Force
Wellington Investment Advisors
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About this Advisor
Shawn Force is a financial advisor based in Bloomington, Indiana, working with Wellington Investment Advisors. Shawn has previously held positions at Wells Fargo Advisors Financial Network, LLC, Wellington Investment Advisors, and Private Client Services LLC. Shawn has passed the Series 66 regulatory exam and is registered to provide services in Indiana. Currently, Shawn is part of Wellington Investment Advisors, which operates out of Bloomington, Indiana. The firm has 3 offices and 7 employees. The firm manages assets totaling $187.0 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 Investment Advisors includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wellington Investment Advisors Brokerage Details
$186,984,000
7
905
$206,612
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Shawn Force Work History
Wellington Investment Advisors
Private Client Services LLC
Wells Fargo Advisors Financial Network, LLC
Disclosures
Please visit the SEC profile of Shawn Force 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
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