Evan Welch (CRD# 7402009) is an Investment Advisor Representative working at Varra Wealth Management LLC in Louisville, CO and has over 2 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 |
|---|---|---|---|
| Varra Financial Associates | Louisville, CO | Oct 2021 - Current | 2 |
| Varra Wealth Management LLC | Louisville, CO | Oct 2021 - Current | 2 |
| Lpl Financial LLC | Louisville, CO | Jul 2021 - Current | 2 |
| Trek Bicycle Corps. | Encinitas, CA | Jan 2016 - Oct 2021 | 5 |
| Beach Hut Deli/ Ryan Bro's Cofee | San Diego, CA | Aug 2016 - Dec 2016 | < 1 |
| Raintree Athletic Club | Fort Collins, CO | Jan 2015 - Jan 2016 | 1 |
| Colorado State University | Fort Collins, CO | Jan 2011 - Dec 2015 | 4 |
| Sam's Club | Fort Collins, CO | Jan 2013 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2021 |
- CO
-
Total Assets Under Management197MILLIONS
-
Total Number of Accounts958ACCOUNTS
-
Average Account Value$205,198
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CO, FL, NE, TX
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