Charles Andrew Welsh
Investment adviser representative at Forvis Mazars Wealth Advisors, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$12BFirm 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
11 years in the industry.
- Forvis Mazars Wealth Advisors, LLCSep 2026 to now
- Central TrustOct 2021 to Aug 2026
- Credent WealthJan 2021 to Oct 2021
- Dst SystemsJan 2020 to Jan 2021
- Mariner Wealth Advisors, LLCMar 2018 to Oct 2019
- Vantage Investment AdvisorsNov 2016 to Oct 2019
- Montage SecuritiesJul 2015 to Jan 2017
- Montage InvestmentsJul 2015 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
Forvis Mazars Wealth Advisors, LLC
$12BAssets managed
4,584Clients
83Advisers
26 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
- 1993669
- Firm CRD
- 110905