Advisors at this firm
Jeffrey D
CFA®, Series 63, Series 65
Indianapolis, IN
Wallington Asset Management
Jeffrey Dowden is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Wallington Asset Management since 2007. He holds the Series 63 and Series 65 licenses and is based in Indianapolis, IN. Wallington Asset Management is a SEC-registered investment adviser with a nine-advisor team managing approximately $1.15 billion for about 300 clients. The firm serves individuals, qualified retirement plans, trusts, estates, and other entities, offering discretionary portfolio management, financial planning, and investment consulting with a multi-factor equity selection framework and a target-duration fixed-income strategy.
Terence W
Series 63
Indianapolis, IN
Wallington Asset Management
Terence Weiss is a financial advisor at Wallington Asset Management with 23 years of industry experience. He has been with Wallington Asset Management since 2007. He holds a Series 63 designation. Wallington Asset Management is an SEC-registered investment adviser with a nine-advisor team managing approximately $1.15 billion for about 300 clients. The firm serves individuals, qualified retirement plans, trusts, estates, and other entities, providing discretionary portfolio management, a capital advisory program, financial planning, and investment consulting.
Daniel K
CFP®, CFA®
Indianapolis, IN
Wallington Asset Management
Daniel Klemkosky is a CFP® and CFA® with 16 years of experience at Wallington Asset Management in Indianapolis, IN. He has been with the firm since 2010, working as part of a nine-advisor team. Wallington Asset Management is a SEC-registered investment adviser managing approximately $1.15 billion for about 300 clients, including individuals, qualified retirement plans, trusts, and estates. The firm offers discretionary portfolio management, financial planning, and investment consulting, employing a multi-factor equity selection framework and a target-duration approach for fixed income.
Samuel O
CFP®, CFA®, Series 65
Indianapolis, IN
Wallington Asset Management
Samuel Oliphant is a CFP® and Series 65-licensed financial advisor at Wallington Asset Management with four years of industry experience. He has worked at Wallington since 2021 and previously held positions at The Wellington Group LLC, Cummins Inc., and Indiana University. Wallington Asset Management is a SEC-registered investment adviser with a nine-advisor team managing approximately $1.15 billion for about 300 clients, including individuals, qualified retirement plans, trusts, and estates. The firm offers discretionary portfolio management, financial planning, and investment consulting, using a multi-factor equity selection framework and a target-duration fixed-income approach tailored to client suitability.
Alan K
Series 66
Indianapolis, IN
Wallington Asset Management
Alan Kovalsky is a financial advisor at Wallington Asset Management with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Rejoyce Financial, LLC and Continental Enterprises, Inc., as well as operating the Law Office of Alan Kovalsky for seven years. Wallington Asset Management is a SEC-registered investment adviser with a nine-advisor team managing approximately $1.15 billion for about 300 clients. The firm serves individuals, qualified retirement plans, trusts, estates, and other entities, offering discretionary portfolio management, capital advisory, financial planning, and investment consulting services.
Christopher W
CFP®, Series 65
Indianapolis, IN
Wallington Asset Management
Christopher Weiss is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with Wallington Asset Management since 2012. Wallington Asset Management is a SEC-registered investment adviser with a nine-advisor team managing approximately $1.15 billion for about 300 clients. The firm serves individuals, qualified retirement plans, trusts, estates, and other entities, offering discretionary portfolio management, financial planning, and investment consulting using a multi-factor equity selection framework and a target-duration fixed-income approach.
Michael C
CFP®, Series 63, Series 65
Indianapolis, IN
Wallington Asset Management
Michael Charles is a CFP® with 23 years of industry experience, currently serving as an advisor at Wallington Asset Management since 2012. He holds Series 63 and Series 65 licenses and is based in Indianapolis, IN. Wallington Asset Management is a SEC-registered investment adviser with a nine-advisor team managing approximately $1.15 billion for about 300 clients. The firm serves individuals, qualified retirement plans, trusts, estates, and other entities, offering discretionary portfolio management, financial planning, and investment consulting with a focus on tailored portfolios and risk-managed asset allocation.
Bryce L
Series 65
Indianapolis, IN
Wallington Asset Management
Bryce Luedtke is a financial advisor at Wallington Asset Management in Indianapolis, holding a Series 65 designation. He began his advisory career in 2025 and has prior experience with Merchants Capital, U.S. Bank, and VIA Credit Union. Before entering finance, he worked in education at Indiana Wesleyan University and local schools. Wallington Asset Management is a SEC-registered firm with a nine-advisor team managing approximately $1.15 billion for around 300 clients. The firm serves individuals, qualified retirement plans, trusts, and estates, offering discretionary portfolio management and financial planning with a multi-factor equity selection process and a target-duration fixed-income strategy.
