Tron Welch (CRD# 4485276) is an Investment Advisor Representative working at Welch Financial Planning, LLC in Boulder, CO and has over 22 years of experience in the finance industry. Tron Welch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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 |
| Wealthplan Partners, Inc. | Boulder, CO | Jul 2019 - Current | 4 |
| Securities America, Inc. | Boulder, CO | Jul 2019 - Current | 4 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Oct 2007 - Jun 2019 | 11 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Oct 2007 - Jun 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2002 |
- 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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