Robert Kent Welsh
Investment adviser representative at Cetera Investment Advisers LLC
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm 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
25 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Brush Creek Financial Planning, LLCSep 2020 to now
- Butters Hollis & AssociatesFeb 2020 to now
- Hollis & AssociatesFeb 2020 to now
- Avantax Advisory ServicesMay 2020 to Sep 2025
- Avantax Investment Services, Inc.May 2020 to Sep 2025
- Avantax Insurance Agency, LLCApr 2020 to Sep 2025
- Transamerica Financial Advisors, IncNov 2017 to Mar 2020
- World Financial Group, Inc.Jan 2017 to Mar 2020
- Cpa Solutions, LLCJan 2017 to Feb 2020
- R Kent Welsh CpaSep 2001 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CO).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 4082702
- Firm CRD
- 105644