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Samuel Oliphant

Wallington Asset Management

Indianapolis, IN

CRD 7395962

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Employer firm

Wallington Asset Management CRD 143360

$1.32B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Wallington Asset Management

8900 Keystone Crossing Suite 1015, Indianapolis, IN 46240-2134 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-02
IN RA APPROVED 2021-08-21
  • FL RA
    APPROVED
    Since 2026-02-02
  • IN RA
    APPROVED
    Since 2021-08-21

Branch Locations

8900 Keystone Crossing Suite 1015, Indianapolis, IN 46240-2134 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wallington Asset Management Indianapolis IN 05/2021 Present
The Wellington Group Llc Indianapolis IN 05/2020 10/2020
Cummins Inc. Columbus IN 05/2019 08/2019
Indiana University Bloomington IN 08/2016 05/2021
  • 05/2021 → Present
    Wallington Asset Management
    Indianapolis, IN
  • 05/2020 → 10/2020
    The Wellington Group Llc
    Indianapolis, IN
  • 05/2019 → 08/2019
    Cummins Inc.
    Columbus, IN
  • 08/2016 → 05/2021
    Indiana University
    Bloomington, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-21
  • S65 Uniform Investment Adviser Law Examination
    2021-08-21
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Sam Oliphant

View on SEC IAPD

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