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Tron David Welch

Welch Financial Planning, LLC

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About Tron David Welch

Tron Welch is a financial advisor with Welch Financial Planning, LLC, based in Boulder, Colorado. Tron is a Certified Financial Planner® and specializes in providing comprehensive financial planning, portfolio management, and educational seminars to individuals and families. Tron has over 20 years of experience in the financial services industry and is committed to helping clients achieve their financial goals.

Firm Information

Tron Welch is currently registered with Welch Financial Planning, LLC. Welch Financial Planning, LLC is a Boulder, CO-based registered investment advisor. The firm manages approximately $123,935,015 in assets for individuals and high-net-worth individuals. They offer financial planning and portfolio management services, and also conduct educational seminars.
Welch Financial Planning, LLC

1790 38TH ST

BOULDER, CO 80301-2600

$123.94M

Assets Under Management

Not reported

Total Clients

2

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Tron Welch’s Registration & Firm History

CO

02/29/2024 - Present

Welch Financial Planning, LLC (BOULDER CO)

CO

07/01/2019 - 03/01/2024

SECURITIES AMERICA, INC. (BOULDER CO)

CO

10/12/2007 - 07/10/2019

CAMBRIDGE INVESTMENT RESEARCH, INC. (BOULDER CO)

CO

04/23/2004 - 10/18/2007

VALIC FINANCIAL ADVISORS, INC. (LAKEWOOD CO)

MN

01/01/2002 - 05/17/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/01/2002 - 05/17/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 01/02/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/10/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/26/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tron David Welch.
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