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Katrina Bullock

BULLOCK WEALTH MANAGEMENT GROUP INC.·BLOOMINGTON, Indiana
Unclaimed Profile
121 E. 6TH STREET, BLOOMINGTON, IN 47408CRD# 7485248Firm CRD# 283853
01

About

Katrina Bullock is a registered financial advisor based in BLOOMINGTON, Indiana, affiliated with BULLOCK WEALTH MANAGEMENT GROUP INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BULLOCK WEALTH MANAGEMENT GROUP INC.
WELLINGTON INVESTMENT ADVISORS
AUM
$187M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at BULLOCK WEALTH MANAGEMENT GROUP INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7485248
Firm CRD# 283853
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Katrina Bullock offer?
Katrina Bullock specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BLOOMINGTON, Indiana for a consultation.
What are Katrina Bullock's credentials?
Katrina Bullock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katrina Bullock located?
Katrina Bullock is based in BLOOMINGTON, Indiana, working with BULLOCK WEALTH MANAGEMENT GROUP INC.. Their office serves clients in the BLOOMINGTON metropolitan area and surrounding communities.
How does Katrina Bullock charge for services?
Katrina Bullock's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BULLOCK WEALTH MANAGEMENT GROUP INC.?
BULLOCK WEALTH MANAGEMENT GROUP INC. has approximately 7 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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