Samuel Oliphant
Investment adviser representative at Wallington Asset Management
10 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$1.3BFirm assets
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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
10 years in the industry.
- Wallington Asset ManagementMay 2021 to now
- The Wellington Group LLCMay 2020 to Oct 2020
- Cummins Inc.May 2019 to Aug 2019
- Indiana UniversityAug 2016 to May 2021
Designations
- CFA
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7395962
- Firm CRD
- 143360