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Terence Paul Weiss

Wallington Asset Management

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About Terence Paul Weiss

Terence Paul Weiss is a registered investment advisor representative with Wallington Asset Management. Terence has been with Wallington Asset Management since February 2007. Terence has passed the Series 3, Series 7, and Series 63 exams. Terence holds active registrations in Illinois and Indiana. Terence has a history in the industry that dates back to March 22, 1984 when Terence was registered with BLUNT ELLIS & LOEWI INCORPORATED. Wallington Asset Management is an investment advisory firm that provides a variety of services to individuals, corporations, and institutions. The firm has a long history of providing financial planning, portfolio management, and other advisory services.

Firm Information

Terence Weiss is currently registered with Wallington Asset Management. Wallington Asset Management is an Indianapolis-based investment advisor with over $1 billion in assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Wallington Asset Management offers educational seminars and publishes periodicals. The firm participates in wrap fee programs.
Wallington Asset Management

8900 KEYSTONE CROSSING

INDIANAPOLIS, IN 46240-2134

$1.05B

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Terence Weiss’s Registration & Firm History

IN

03/02/2007 - Present

Wallington Asset Management (INDIANAPOLIS IN)

NA

03/22/1984 - 10/12/1988

BLUNT ELLIS & LOEWI INCORPORATED

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Licenses & Designations

BC

Issued 03/30/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/17/1984

Series 3 - National Commodity Futures Examination

BC

Issued 03/17/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Terence Paul Weiss.
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