Ross Welte (CRD# 5085429) is an Investment Advisor Representative working at 5 Stone Financial Group, LLC in Champlin, MN and has over 18 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 5 Stone Investments, LLC | Champlin, MN | Oct 2021 - Current | 2 |
| Regulus, LLC | Kentwood, MI | Sep 2017 - Sep 2021 | 4 |
| Regal Investment Advisors, LLC | Kentwood, MI | Sep 2017 - Sep 2021 | 4 |
| Guardian Life Insurance Co | Minneapolis, MN | Jun 2013 - Sep 2021 | 8 |
| Park Avenue Securities LLC | Minneapolis, MN | Jun 2013 - Sep 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2006 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2014 |
- MN
-
Total Assets Under Management18MILLIONS
-
Total Number of Accounts176ACCOUNTS
-
Average Account Value$102,717
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
MN
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