Alan Kovalsky
Investment adviser representative at Wallington Asset Management
11 yearsExperience
1 stateRegistered in
$1.3BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Wallington Asset Management, LLCJul 2024 to now
- UnemployedFeb 2024 to Jun 2024
- Rejoyce Financial, LLCJan 2022 to Jan 2024
- Continental Enterprises, Inc.Apr 2017 to Feb 2020
- Law Office of Alan KovalskyMar 2015 to Jan 2022
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (IN).
Wallington Asset Management
Legal name: Wallington Asset Management, LLC
$1.3BAssets managed
337Clients
8Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2737466
- Firm CRD
- 143360