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
Welck Financial
By the Numbers
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Total Assets Under Management4MILLION
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Total Number of Accounts9ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR, TN
Financial Advisors at Welck Financial
1
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.
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