Unclaimed Profile

Katrina Bullock

BULLOCK WEALTH MANAGEMENT GROUP INC.·BLOOMINGTON, Indiana

Series 65Clean record3 years registeredBULLOCK WEALTH MANAGEMENT GROUP INC.

121 E. 6TH STREET, BLOOMINGTON, IN 47408CRD# 7485248Firm CRD# 283853

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Katrina Bullock · BLOOMINGTON, IN

Registration

CRD #7485248 · BULLOCK WEALTH MANAGEMENT GROUP INC. · 3 years registered

Brand Profile

Not yet started

Career History

WELLINGTON INVESTMENT ADVISORS

Nov 2022 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 21, 2022

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BULLOCK WEALTH MANAGEMENT GROUP INC.

CRD 283853 · SEC 801-121578

AUM

$187M

Regulatory assets under management

Employees

905 client accounts

Services offered by BULLOCK WEALTH MANAGEMENT GROUP INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BULLOCK WEALTH MANAGEMENT GROUP INC. →

Introduction

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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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