Lisa Cowan (CRD# 6436929) is an Investment Advisor Representative working at Welch Financial Planning, LLC in Boulder, CO and has over 8 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Welch Financial Planning, LLC | Boulder, CO | Feb 2024 - Current | < 1 |
Wealthplan Partners, LLC | Omaha, NE | Jan 2020 - Current | 4 |
Securities America, Inc. | Boulder, CO | Jul 2019 - Current | 4 |
Wealthplan Partners, Inc. | Boulder, CO | Jul 2019 - Current | 4 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Feb 2019 - Jul 2019 | < 1 |
Cambridge Investment Research, Inc. | Fairfield, IA | Mar 2018 - Jul 2019 | 1 |
Scottrade | Westminser, CO | Jan 2015 - Mar 2018 | 3 |
Boulder Valley School District | Boulder, CO | Aug 2013 - Jan 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2015 |
S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- CO
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CO, FL
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