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Keith Jeffery Welch

THE Huntington Investment Co.

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About Keith Jeffery Welch

Keith Jeffery Welch is a financial advisor with The Huntington Investment Co., registered in the state of Michigan. Keith has over 17 years of experience in the industry and holds both the Series 6 and Series 63 licenses, as well as the SIE. Previously, Keith was with Infinex Investments, Inc. Keith specializes in providing portfolio management for both individuals and businesses.

Firm Information

Keith Welch is currently registered with THE Huntington Investment Co.. THE Huntington Investment Co. is a Corporation headquartered in COLUMBUS, OH. It is a registered investment advisor with the SEC and in 53 states. They have approximately 5196750113 in regulatory assets under management. THE Huntington Investment Co. provides financial planning, portfolio management for businesses, portfolio management for individuals, and selection of other advisors. They have a total of 32956 accounts, all of which are discretionary.
THE Huntington Investment Co.

41 S. HIGH STREET

COLUMBUS, OH 43215

$5.20B

Assets Under Management

Not reported

Total Clients

863

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Keith Welch’s Registration & Firm History

MI

08/31/2020 - Present

THE Huntington Investment Co. (ZEELAND MI)

MI

09/22/2014 - 08/08/2020

INFINEX INVESTMENTS, INC. (HOLLAND MI)

MI

10/16/2006 - 09/19/2014

THE HUNTINGTON INVESTMENT COMPANY (HOLLAND MI)

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Licenses & Designations

BC

Issued 11/17/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/13/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Keith Jeffery Welch.
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