Kirk Welch, financial advisor Sandy UT
96 score

Kirk Welch

CRD Number: 3157267
Current Firm: Global Retirement Partners LLC

Kirk Welch (CRD# 3157267) is an Investment Advisor Representative working at Global Retirement Partners LLC in Sandy, UT and has over 17 years of experience in the finance industry. Kirk Welch 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
Global Retirement Partners, LLC San Rafael, CA Apr 2015 - Current 1
Lpl Financial LLC Sandy, UT Nov 2010 - Current 6
Independent Financial Partners Sandy, UT Dec 2010 - Apr 2015 4
Nrp Financial , Inc. Bryan, OH Jan 2010 - Nov 2010 < 1
Princor Financial Services Des Moines, IA Apr 2000 - Jan 2010 9
Principal Financial Group Salt Lake City, UT Aug 1999 - Jan 2010 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S66 NASAA Uniform Combined State Law Examination Feb 2010
Contact Info for Kirk W. Welch
Phone Number: 415-526-2751
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    18,102
    MILLIONS
  • Total Number of Accounts
    3,121
    ACCOUNTS
  • Average Account Value
    $5,800,177
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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