CZ
CZ

Chyathorn Scott Zipperle

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
109 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$136.4M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

900 East 96th Street, Suite 300, Indianapolis, IN, 46240

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
The Wellington Grp LLC
June 2025 - Present · 8 mos
Previous Registrations
MML Investors Services, LLC
November 2024 - June 2025 · 7 mos
MML Investors Services, LLCBroker
October 2024 - June 2025 · 8 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.