Ryley Ann Cowan
Investment adviser representative at Welch Financial Planning, LLC
15 yearsExperience
1 stateRegistered in
$198.1MFirm assets
2 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
- Seminars and workshops
Experience
15 years in the industry.
- Welch Financial Planning, LLCFeb 2023 to now
- Castle Real Estate Group - Powered By PlaceMay 2022 to Jan 2023
- University of ArizonaAug 2018 to May 2022
- StudentMar 2011 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 7112148
- Firm CRD
- 329418