Marcus John Welnel
Investment adviser representative at Sgl Investment Advisors, Inc.
14 yearsExperience
2 statesRegistered in
$440.3MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Sgl Investment Advisors, Inc.Feb 2024 to now
- Park Avenue Securities LLCSep 2023 to now
- Guardian Life Insurance CompanyJun 2023 to now
- SchoolJan 2012 to May 2023
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MT, WA).
Sgl Investment Advisors, Inc.
$440.3MAssets managed
883Clients
15Advisers
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
- 7741521
- Firm CRD
- 145167