Advisor at Wellington Investment Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wellington Investment Advisors
Location
Bloomington, IN 47408
Credentials
Series 65
Industry experience
3 years
Katrina Bullock is a financial advisor at Wellington Investment Advisors with a Series 65 credential and three years of industry experience. She previously worked at the IU School of Medicine for six years. Outside of her advisory role, she serves as President of Wellington Yacht Charters, LLC, a yacht charter business based in Zionsville, Indiana. Wellington Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, charitable organizations, corporations, and other business entities. The firm manages approximately $233.4 million in discretionary assets and serves around 375 clients through a team of five advisors, tailoring portfolios using a combination of fundamental and technical analysis, Modern Portfolio Theory, and a mix of long- and short-term strategies.
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
Wellington Investment Advisors
2021 - Present (5 years)
IU School of Medicine
2015 - 2021 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Ellettsville, IN
Truell Financial LLC
CFA®
Bloomington, IN
Mulberry Investors LLC
Series 65
Bloomington, IN
Above & Beyond Investments, LLC
Series 65
Nashville, IN
Kinder Financial Services
Series 65
Bloomington, IN
Laughlin Financial LLC
Series 63, Series 66
Bloomington, IN
McAvoy Kemp Wealth Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")