Advisor at Wellington Investment Advisors
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Firm
Wellington Investment Advisors
Location
Bloomington, IN 47408
Credentials
CFP®, Series 63, Series 65
Industry experience
27 years
Douglas Ummel is a CFP® professional with 27 years of experience in financial advising. He is currently with Wellington Investment Advisors and Private Client Services LLC, where he has worked since 2016. Prior to that, he spent five years at Wells Fargo Advisors Financial Network LLC. Outside of his advisory work, he serves as chairman of the Deacon’s Board at Trinity Reformed Church and acts as co-trustee of a relative’s testamentary trust. Wellington Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as charitable organizations and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing methods such as fundamental and technical analysis and Modern Portfolio Theory across various asset classes.
Based on Wellington Investment Advisors
Based on Wellington Investment Advisors
Financial planning fixed fees up to $40,000 depending on scope and complexity
$0 - $1,000,000: 2.0% $1,000,001 - $2,000,000: 1.5% $2,000,001 - $3,000,000: 1.0% Over $3,000,000+: Negotiable
Separate commission-based compensation for insurance products and securities sales by licensed agents and registered representatives affiliated with the firm
Financial planning quarterly fees up to $10,000 depending on scope and complexity
121 E. 6 Th Street, Suite 2
Bloomington, IN 47408
Indiana
Private Client Services Llc
2016 - Present (10 years)
Wellington Investment Advisors
2016 - Present (10 years)
Wells Fargo Advisors Financial Network Llc
2011 - 2016 (5 years)
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Insurance agent
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Lawyer
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Other specialized services
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