Tron David Welch
Investment adviser representative at Welch Financial Planning, LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$198.1MFirm 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
- Seminars and workshops
Experience
19 years in the industry.
- Welch Financial Planning, LLCFeb 2024 to now
- Securities America, Inc.Jul 2019 to Feb 2024
- Wealthplan Partners, IncJul 2019 to Feb 2024
- Cambridge Investment Research Advisors, IncOct 2007 to Jun 2019
- Cambridge Investment Research, IncOct 2007 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (CO).
Welch Financial Planning, LLC
$198.1MAssets managed
157Clients
3Advisers
2 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
- 4485276
- Firm CRD
- 329418