Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Welu is a financial advisor who has been in the industry since 1987. He is currently registered with Lion Street Advisors, LLC and has been with them since 2019. Kevin Welu has also been registered with LPL Financial LLC, BertheL, Fisher & Company Financial Services, Inc., Nations Financial Group, Inc., Aegon USA Securities Inc., Brenton Brokerage Services, Inc., Investment Centers of America, Inc., Midamerica Management Corporation, Perpetual Investment Associates, and Investment Planning, Inc. Kevin Welu's areas of specialization include portfolio management for individuals, portfolio management for businesses, financial planning, selection of other advisors, and pension consulting.
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.
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
IA
12/06/2019 - Present
Lion Street Advisors, LLC (CEDAR RAPIDS IA)
IA
03/01/2013 - 12/17/2019
LPL FINANCIAL LLC (CEDAR RAPIDS IA)
IA
02/24/2006 - 03/01/2013
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
IA
03/16/1998 - 02/27/2006
NATIONS FINANCIAL GROUP, INC. (CEDAR RAPIDS IA)
IA
03/15/1994 - 03/16/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
MN
08/30/1993 - 03/24/1994
BRENTON BROKERAGE SERVICES, INC. (PLYMOUTH MN)
WI
07/13/1989 - 08/30/1993
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
IA
04/03/1989 - 08/02/1989
MIDAMERICA MANAGEMENT CORPORATION (CEDAR RAPIDS IA)
NA
11/03/1987 - 04/27/1989
PERPETUAL INVESTMENT ASSOCIATES
NA
07/21/1987 - 11/06/1987
INVESTMENT PLANNING, INC.
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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