Chyathorn S. Zipperle

THE WELLINGTON GRP LLC

INDIANAPOLIS, IN 46240

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CRD#: 7988020

Professional summary

Chyathorn Scott Zipperle, who also goes by Chyathorn Zipperle, is a registered financial advisor currently at THE WELLINGTON GRP LLC located in Indianapolis, Indiana.

Chyathorn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Chyathorn has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chyathorn Zipperle

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Life & Health Insurance Agent registered in IN, CO, DC, FL, NJ, TN, TX, and VA, investment related, insurance agent, during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chyathorn Scott Zipperle's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 26, 2025 - Present

THE WELLINGTON GRP LLC

Office #1: 9000 Keystone Crossing Suite 400, Indianapolis, IN 46240

RIA

CRD#: 332803

INDIANAPOLIS, IN

Past

November 7, 2024 - June 4, 2025

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Indianapolis, IN

Past

October 7, 2024 - June 4, 2025

MML INVESTORS SERVICES, LLC

CRD#: 10409

Indianapolis, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE WELLINGTON GRP LLC

THE WELLINGTON GROUP | WELLINGTONWS, LLC | THE WELLINGTON GRP LLC

CRD#: 332803 / SEC#: 801-131076

RIA

Registered Investment Advisory firm - (9/6/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Indiana
(6/26/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/28/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/7/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/3/2024

Securities Industry Essentials Examination

Current Firm

THE WELLINGTON GRP LLC

THE WELLINGTON GROUP | WELLINGTONWS, LLC | THE WELLINGTON GRP LLC

CRD#: 332803 / SEC#: 801-131076

RIA

Registered Investment Advisory firm - (9/6/2024 Approved)

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Contact information

Main Address

9000 Keystone Crossing Suite 400, Indianapolis, IN 46240

Mailing Address

Phone number

(317) 846-5055

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TWG ADV PART 2A (7/31/2025)

Regulatory assets under management

Total Number of Accounts	240
AUM (Assets Under Management)	$ 136,422,525

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Chyathorn S. Zipperle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chyathorn Scott Zipperle's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE WELLINGTON GRP LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

THE WELLINGTON GRP LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/28/2024

Series 7TO

Date: 10/7/2024

SIE

Date: 2/3/2024

Current Firm

THE WELLINGTON GRP LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE WELLINGTON GRP LLC

TRUST BUT VERIFY

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