Ian Rodger Welham
Investment adviser representative at Coppell Advisory Solutions LLC
17 yearsExperience
1 stateRegistered in
$1.1BFirm assets
15 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Coppell Advisory Solutions LLCJul 2023 to now
- Elite Corporate Holdings LLCJan 2022 to now
- Lw ConnectionsJan 2022 to now
- Sage Financial Nj LLCOct 2009 to now
- Trifound Advisory LccMay 2022 to Nov 2022
- City Center Advisors, LLCFeb 2019 to Jul 2022
- Haydenrock Solutions LLCMar 2016 to Dec 2021
- Brookstone CM LLCJul 2014 to Oct 2018
- Complete College Planning Solutions LLCOct 2009 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Coppell Advisory Solutions LLC
Legal name: Fusion Investment Advisors LLC
$1.1BAssets managed
8,850Clients
82Advisers
15 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
- 5725451
- Firm CRD
- 156549