Renee Jean Welch
Investment adviser representative at Gladstone Wealth Partners
21 yearsExperience
1 stateRegistered in
$5.7BFirm assets
11 yearsFirm in business
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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
21 years in the industry.
- Gladstone Wealth PartnersMar 2022 to now
- LPL Financial, LLCOct 2018 to now
- Silverleaf Advisor Group, LLCNov 2019 to Mar 2022
- UnemployedOct 2005 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NE).
Gladstone Wealth Partners
Legal name: Gladstone Institutional Advisory LLC
$5.7BAssets managed
8,385Clients
103Advisers
11 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
- 2178147
- Firm CRD
- 250787