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Taylor Michael Welz

WELZ FINANCIAL SERVICES, INC.·STOCKTON, California
Clean recordWELZ 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Taylor Michael Welz is a registered financial advisor based in STOCKTON, California, affiliated with WELZ FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WELZ FINANCIAL SERVICES, INC.
WELZ FINANCIAL SERVICES, INC.
AUM
$78M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at WELZ FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1558277
Firm CRD# 144489
View on FINRA BrokerCheck →

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05

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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Stacia Jo Houston
STOCKTON, CA

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Research
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