Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Welker is a financial advisor at Protection Point Advisors. Michael has been a financial advisor for over 20 years, with experience in providing financial advice and services to individuals, businesses, and families. His areas of expertise include financial planning, retirement planning, and investment management. Michael has a strong commitment to providing his clients with personalized financial advice and guidance. He is a dedicated professional with a passion for helping people achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Selection of other advisers fees
1
2
CA
09/29/2020 - Present
Protection Point Advisors (ROSEVILLE CA)
UT
07/16/2007 - 01/07/2009
HORNOR, TOWNSEND & KENT, INC. (MIDVALE UT)
UT
03/15/2004 - 07/28/2007
ONEAMERICA SECURITIES, INC. (MIDVALE UT)
GA
04/12/2002 - 03/16/2004
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
03/15/2000 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 09/25/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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