Unclaimed Profile

Taylor Michael Welz

WELZ FINANCIAL SERVICES, INC.·STOCKTON, California

Series 2, Series 22, Series 39Clean record29 years registeredWELZ FINANCIAL SERVICES, INC.

7474 SHORELINE DRIVE, STOCKTON, CA 95219-5468CRD# 1558277Firm CRD# 144489

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Taylor Michael Welz · STOCKTON, CA

Registration

CRD #1558277 · WELZ FINANCIAL SERVICES, INC. · 29 years registered

Brand Profile

Not yet started

Career History

DKM WEALTH MANAGEMENT, INC.

Jun 2022 – present

LITMAN GREGORY WEALTH MANAGEMENT, LLC

Jan 2019 – Jun 2022

WALNUT CREEK, CA

WELZ FINANCIAL SERVICES, INC.

Jul 2007 – Jan 2019

STOCKTON, CA

BOWMAN & COMPANY, LLP

Jul 1997 – Oct 2007

STOCKTON, CA

Registrations & Exams

FINRA examinations passed

Series 2

Series 22

Series 39

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WELZ FINANCIAL SERVICES, INC.

CRD 144489 · SEC 801-68163

AUM

$78M

Regulatory assets under management

Employees

334 client accounts

Services offered by WELZ FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WELZ FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Taylor Michael Welz offer?

Taylor Michael Welz specializes in Financial Planning, Investment Management. Contact their office in STOCKTON, California for a consultation.

What are Taylor Michael Welz's credentials?

Taylor Michael Welz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Taylor Michael Welz located?

Taylor Michael Welz is based in STOCKTON, California, working with WELZ FINANCIAL SERVICES, INC.. Their office serves clients in the STOCKTON metropolitan area and surrounding communities.

How does Taylor Michael Welz charge for services?

Taylor Michael Welz's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WELZ FINANCIAL SERVICES, INC.?

WELZ FINANCIAL SERVICES, INC. has approximately 1 employees and manages $78M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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