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Michael Lee Welk

Brighton Jones LLC

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About Michael Lee Welk

Michael Lee Welk is an Investment Advisor Representative at Brighton Jones LLC in Seattle, Washington. Michael has been in the industry since 1997 and has a strong background in providing investment advice. Michael has passed the Series 7, Series 63, and Series 65 exams. Michael's past experience includes working at Russell Fund Distributors, Inc. in Seattle, Washington. Michael is a registered Investment Advisor in Washington and Texas.

Firm Information

Michael Welk is currently registered with Brighton Jones LLC. Brighton Jones LLC is a Seattle-based investment advisory firm with over $12 billion in assets under management. The firm provides financial planning, portfolio management, and other services to a range of clients, including high-net-worth individuals, families, foundations, and endowments. The firm has a strong focus on providing personalized investment advice and strategies that are tailored to each client's unique financial goals and objectives.
Brighton Jones LLC

2030 1ST AVENUE

SEATTLE, WA 98121

$12.49B

Assets Under Management

248

Total Clients

131

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Michael Welk’s Registration & Firm History

WA

05/19/2015 - Present

Brighton Jones LLC (SEATTLE WA)

WA

04/18/1997 - 01/01/1999

RUSSELL FUND DISTRIBUTORS, INC. (SEATTLE WA)

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Licenses & Designations

IA

Issued 11/15/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/10/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/17/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Lee Welk.
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