Ian Welsh
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Cetera Investment Advisers LLCAug 2026 to now
- Cetera Wealth Services, LLCDec 2025 to now
- Truplan Financial AdvisorsSep 2025 to now
- Ultimus Leverpoint Fund SolutionsJun 2023 to Aug 2025
- University of Minnesota St. Anthony LaboratoryNov 2022 to Aug 2023
- UnemployedSep 2022 to Nov 2022
- Anderson WindowsJun 2022 to Sep 2022
- Lowe'sJan 2022 to Mar 2022
- Montana State UniversitySep 2021 to Dec 2021
- Anderson WindowsJun 2021 to Aug 2021
- Montana State UniversityAug 2020 to May 2021
- Paradise Car WashFeb 2020 to Aug 2020
- Boutwells Landing Senior Living CenterJun 2017 to Jul 2019
- Hill-murray High SchoolSep 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 8147343
- Firm CRD
- 105644