Lawrence Welsch, financial advisor Waipahu HI

Lawrence Welsch

CRD Number: 4930635
Current Firm: State Farm Investment Management Corp.

Lawrence Welsch (CRD# 4930635) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Waipahu, HI and has over 18 years of experience in the finance industry.

Similar Advisors
Nicholas Abbott, financial advisor Waipahu HI
Nicholas P. Abbott
CRD# 4818301
Mission Financial Group, LLC
Similar Advisors
Chad Adams, financial advisor Waipahu HI
Chad B. Adams
CRD# 3199222
Ameriprise Financial Services, LLC
Similar Advisors
Steve Adams, financial advisor Waipahu HI
Steve E. Adams
CRD# 1916417
Osaic Wealth, Inc.
Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp. Waipahu, HI Aug 2018 - Current 5
Lawrence Welsch Insurance Agency Waipahu, HI Dec 2017 - Current 6
State Farm Vp Management Corp. Waipahu, HI Dec 2017 - Current 6
Lawrence Welsch Jr Insurance Agency Honolulu, HI Jan 2007 - Dec 2017 10
State Farm Vp Management Corp Honolulu, HI Jan 2007 - Dec 2017 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2005
Contact Info for Lawrence G. Welsch
Phone Number: 800-447-0740
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.