James Welck (CRD# 807241) is an Investment Advisor Representative working at Welck Financial in Brentwood, TN and has over 29 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Welck Investments | Brentwood, TN | Sep 2022 - Current | 1 |
| Self-employed Insurance Agent | Nashville, TN | Sep 1974 - Current | 49 |
| Compass Advisory Partners, LLC | Brentwood, TN | Aug 2007 - Aug 2022 | 15 |
| Fsc Securities Corporation | Brentwood, TN | Jul 2003 - Aug 2022 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1994 |
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts9ACCOUNTS
-
Average Account Value$448,766
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
OR, TN
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.