Nicholas Welch (CRD# 6691559) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Minneapolis, MN and has over 5 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Minneapolis, MN | Mar 2020 - Current | 4 |
Ameriprise Financial Services Inc. | Minneapolis, MN | Oct 2017 - Mar 2020 | 2 |
College Pro Painters | Duluth, MN | Jun 2017 - Oct 2017 | < 1 |
Northwestern Mutual | Duluth, MN | Sep 2016 - Sep 2017 | 1 |
University Of Minnesota Duluth | Duluth, MN | Oct 2012 - Jun 2017 | 4 |
Kavanaugh's Resort | Brainerd, MN | Jun 2016 - Oct 2016 | < 1 |
The Classic Golf At Madden's Resort | Brainerd, MN | Jun 2016 - Oct 2016 | < 1 |
Kavanaugh's Resort | Brainerd, MN | Jun 2015 - Oct 2015 | < 1 |
The Classic Golf At Madden's Resort | Brainerd, MN | Jun 2015 - Oct 2015 | < 1 |
Kavanaugh's Resort | Brainerd, MN | Jun 2014 - Oct 2014 | < 1 |
The Classic Golf At Maddens | Brainerd, MN | Jun 2014 - Oct 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2018 |
- MN
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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