Advisor at Wellington Investment Advisors
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Firm
Wellington Investment Advisors
Location
Bloomington, IN 47408
Credentials
CFP®, Series 66
Industry experience
2 years
Matthew Krugman is a CFP® with two years of industry experience, currently serving as a financial advisor at Wellington Investment Advisors in Indianapolis, IN. His prior experience includes roles at LPL Financial LLC, Csenge Advisory Group, and Lion Street Financial. 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 for around 375 clients through a team of five advisors, tailoring portfolios using a combination of fundamental and technical analysis as well as Modern Portfolio Theory.
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
2026 - Present (1 year)
Wellington Investment Advisors
2026 - Present (1 year)
LPL Financial
2023 - 2025 (2 years)
Csenge Advisory Group
2021 - 2023 (2 years)
Lion Street Financial
2021 - 2023 (2 years)
Aponte Construction LLC.
2020 - 2020 (1 year)
The Atkins Group
2019 - 2019 (1 year)
Ball State University (Student)
2017 - 2021 (4 years)
Chesterton High School
2013 - 2017 (4 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.
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