Brookes Welc, financial advisor Portage MI
90 score

Brookes Welc

CRD Number: 6343101
Current Firm: Bright Financial Advisors, Inc.

Brookes Welc (CRD# 6343101) is an Investment Advisor Representative working at Bright Financial Advisors, Inc. in Portage, MI and has 1 year of experience in the finance industry. Brookes Welc 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.

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Professional Designations
Company Name Location Dates Years
Bright Financial Advisors, Inc. Portage, MI Jun 2014 - Current 4
Pnc Financial Services Group Kalamazoo, MI Jul 2007 - May 2014 6

Brookes Welc has no recent exams reported.
Contact Info for Brookes L. Welc
Phone Number: 269-373-2700
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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