Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Welch is a financial advisor with over 30 years of experience in the financial services industry. Brent is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL CONSULTANT® professional. Brent is currently registered with Valmark Advisers, Inc. in Minnesota, South Dakota, and Wisconsin. Brent also holds Series 7, Series 63, and Series 65 licenses, as well as a Series 24 general securities principal license. Prior to joining Valmark Advisers, Inc., Brent was a financial advisor with Principal Securities, Inc., Comprehensive Asset Management and Servicing, Inc., Main Street Securities, LLC, Securities America, Inc., Guardian Investor Services Corporation, and Washington Square Securities, Inc. Brent has a diverse background and experience in a variety of financial services. Brent provides portfolio management for individuals, businesses, and investment companies, as well as financial planning, pension consulting, and selection of other advisers.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WI
08/08/2018 - Present
Valmark Advisers, Inc. (Madison WI)
WI
03/16/2017 - 06/11/2018
PRINCIPAL SECURITIES, INC. (Madison WI)
WI
01/06/2010 - 06/07/2016
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ONALSKA WI)
WI
10/01/2007 - 12/24/2009
MAIN STREET SECURITIES, LLC (ONALASKA WI)
WI
01/17/1997 - 10/04/2007
SECURITIES AMERICA, INC. (ONALASKA WI)
NY
12/22/1995 - 02/21/1997
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
CT
06/25/1986 - 02/12/1996
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 01/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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