Benjamin Michael Pogorelc
Investment adviser representative at Wellington Investment Advisors
10 yearsExperience
1 stateRegistered in
$261.4MFirm assets
5 yearsFirm in business
Are you Benjamin Michael Pogorelc? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Wellington Investment AdvisorsAug 2025 to now
- Indiana University - O'neill Masters Program OfficeMay 2024 to Aug 2025
- Indiana University - Kelley School of BusinessJul 2018 to May 2024
- Indiana University - Office of International ServicesMar 2016 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
Wellington Investment Advisors
Legal name: Bullock Wealth Management Group Inc.
$261.4MAssets managed
386Clients
9Advisers
5 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
- 8151303
- Firm CRD
- 283853