Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Welch is a financial advisor at Osaic Wealth, Inc. Brett has been in the financial services industry since 1993. Brett is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6 and Series 63 licenses. Brett has worked for several firms over the years, including Securities America, Inc., Cetera Advisor Networks LLC, Ameritas Investment Corp., and Mutual of Omaha Investor Services, Inc. Brett is a financial advisor with expertise in retirement planning, investment management, and insurance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
06/14/2024 - Present
Osaic Wealth, Inc. (WEST SALEM WI)
WI
11/09/2016 - 06/14/2024
SECURITIES AMERICA, INC. (WEST SALEM WI)
WI
04/15/2010 - 11/16/2016
CETERA ADVISOR NETWORKS LLC (LACROSSE WI)
WI
07/12/2006 - 04/19/2010
AMERITAS INVESTMENT CORP. (WEST SALEM WI)
WI
04/08/1993 - 06/29/2006
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (LA CROSSE WI)
BC
Issued 04/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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