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Nathan Ummel

Wellington Investment Advisors

Bloomington, IN

CRD 8238016

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Employer firm

Wellington Investment Advisors CRD 283853

$261M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Wellington Investment Advisors

121 E. 6Th Street Suite 2, Bloomington, IN 47408 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-05-27
  • IN RA
    APPROVED
    Since 2026-05-27

Branch Locations

121 E. 6Th Street Suite 2, Bloomington, IN 47408 • 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
Wellington Investment Advisors Bloomington IN 09/2025 Present
County National Bank Hillsdale MI 06/2024 03/2026
Mcdonald's Hillsdale MI 12/2023 06/2024
Hillsdale College Hillsdale MI 09/2021 12/2023
Belle Tire Bloomington IN 09/2019 08/2021
Full-Time Student Hillsdale MI 05/2016 05/2025
  • 09/2025 → Present
    Wellington Investment Advisors
    Bloomington, IN
  • 06/2024 → 03/2026
    County National Bank
    Hillsdale, MI
  • 12/2023 → 06/2024
    Mcdonald's
    Hillsdale, MI
  • 09/2021 → 12/2023
    Hillsdale College
    Hillsdale, MI
  • 09/2019 → 08/2021
    Belle Tire
    Bloomington, IN
  • 05/2016 → 05/2025
    Full-Time Student
    Hillsdale, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-29
  • S65 Uniform Investment Adviser Law Examination
    2026-04-29

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Nearby Investors

MALCOLM MCGIBBON WEBB
HIU CHING CHAN
JOHN ROBERT SCHUMAN

Nearby Offices

OSAIC WEALTH, INC. · Bloomington, IN
OSAIC WEALTH, INC. · BLOOMINGTON, IN
J.P. MORGAN SECURITIES LLC · BLOOMINGTON, IN

More in Bloomington, IN

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