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Kenneth John Welch

Straight Path Wealth Management

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About Kenneth John Welch

Kenneth John Welch is an investment advisor representative at Straight Path Wealth Management. Kenneth has been in the industry since 2010 and has experience working with individuals, corporations and charitable organizations. Kenneth is registered as an investment advisor representative in Michigan. Kenneth holds the Series 65 license and has been with Straight Path Wealth Management since 2021. Kenneth's areas of expertise include financial planning, portfolio management for individuals and businesses.

Firm Information

Kenneth Welch is currently registered with Straight Path Wealth Management. Straight Path Wealth Management is an investment advisor registered with the SEC and located in Jenison, MI. The firm provides financial planning, portfolio management for individuals and businesses, and manages approximately $271,530,000 in assets for 1,609 clients. They primarily serve individuals other than high-net-worth, high-net-worth individuals, corporations or other businesses, and charitable organizations.
Straight Path Wealth Management

7699 GEORGETOWN CENTER DRIVE

JENISON, MI 49428

$271.53M

Assets Under Management

10

Total Clients

6

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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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Kenneth Welch’s Registration & Firm History

MI

01/03/2025 - Present

Straight Path Wealth Management (JENISON MI)

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Licenses & Designations

IA

Issued 01/22/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth John Welch.
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