Welck Financial

Welck Financial (CRD# 323704) is a financial advisory firm headquartered in Brentwood, TN. They manage $4,038,891 in 9 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6569 Sunnyside Court, Brentwood, TN 37027
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $448,766
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR, TN

Financial Advisors at Welck Financial
Showing 1 - 1 of 1 top financial advisors.
1
James Welck, financial advisor Brentwood TN
James A. Welck
CRD#: 807241
6569 Sunnyside Court, Brentwood, TN 37027

James Welck (CRD# 807241) is an Investment Advisor Representative working at Welck Financial in Brentwood, TN and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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