Welspire LLC

Welspire LLC (CRD# 176518) is a financial advisory firm headquartered in Omaha, NE. They manage $3,071,000 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $279,182
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NE

Financial Advisors at Welspire LLC
Showing 1 - 1 of 1 top financial advisors.
1
Curtis J. Reed
CRD#: 2857586
4383 Nicholas Street, Omaha, NE 68131
96
Wealthminder
score

Curtis Reed (CRD# 2857586) is an Investment Advisor Representative working at Welspire LLC in Omaha, NE and has over 8 years of experience in the finance industry. Curtis Reed 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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