Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thad? Claim Your ProfileThad Gerard Wellshear is an Investment Advisor Representative with Foundations Investment Advisors LLC. He joined the firm in July of 2019. Thad has worked in the financial services industry for over 16 years. Thad has a Series 65 license and is registered in Kansas. He provides financial planning and portfolio management services to individuals and businesses. Thad is also a licensed insurance agent and sells insurance products through Creative Senior Solutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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AZ
07/30/2019 - Present
Foundations Investment Advisors LLC (PHOENIX AZ)
IA
Issued 06/05/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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