Robert Welsh (CRD# 4082702) is an Investment Advisor Representative working at Avantax Advisory Services in Eagle, CO and has over 6 years of experience in the finance industry. Robert Welsh 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# 2769592
Aberle Investment Management LLC
CRD# 1702479
Tcfg Investment Advisors, LLC
CRD# 4327629
Srs Capital Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brush Creek Financial Planning, LLC | Eagle, CO | Sep 2020 - Current | 3 |
| Avantax Investment Services, Inc. | Eagle, CO | May 2020 - Current | 3 |
| Avantax Advisory Services | Eagle, CO | May 2020 - Current | 3 |
| Avantax Insurance Agency, LLC | Eagle, CO | Apr 2020 - Current | 4 |
| Hollis & Associates | Eagle, CO | Feb 2020 - Current | 4 |
| Butters Hollis & Associates | Eagle, CO | Feb 2020 - Current | 4 |
| Transamerica Financial Advisors, Inc. | Gunnison, CO | Nov 2017 - Mar 2020 | 2 |
| World Financial Group, Inc. | Gunnison, CO | Jan 2017 - Mar 2020 | 3 |
| Cpa Solutions, LLC | Glenwood Springs, CO | Jan 2017 - Feb 2020 | 3 |
| R Kent Welsh Cpa | Blacksburg, VA | Sep 2001 - Dec 2017 | 16 |
| Marchetti & Weaver, LLC | Edwards, CO | Dec 2015 - Jul 2016 | < 1 |
| Feeding America Southwest Virginia | Salem, VA | Jun 2014 - Apr 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- CO
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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