Robin WelchCRD Number: 5386865
Current Firm: Thrivent Investment Management Inc.
Robin Welch (CRD# 5386865) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Salem, OR and has over 9 years of experience in the finance industry.
Clarity Wealth Development, LLC
True Private Wealth Advisors, LLC
H. Beck, Inc.
|Thrivent Financial For Lutherans||Appleton, WI||Oct 2007 - Current||9|
|Thrivent Investment Management Inc.||Salem, OR||Sep 2007 - Current||9|
|Princeton Property Management||Portland, OR||Mar 2005 - Oct 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2007|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management8,027MILLIONS
Total Number of Accounts36,119ACCOUNTS
Average Account Value$222,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV