Ryan John Welch
Investment adviser representative at LPL Financial LLC
13 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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
13 years in the industry.
- LPL Financial LLCJul 2023 to now
- Adamy Valuation AdvisorsJul 2021 to Jul 2023
- Michigan State UniversityAug 2020 to Jul 2021
- Roush HoldingsMay 2020 to Aug 2020
- Full-time EducationAug 2019 to May 2020
- Itc TransmissionMay 2019 to Aug 2019
- Full-time EducationAug 2017 to May 2019
- Island Lake BoathouseJun 2017 to Aug 2017
- Novi High SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7782837
- Firm CRD
- 6413