Unclaimed Profile

Michael Nmn Welz

USI ADVISORS, INC.·GLASTONBURY, Connecticut

Clean recordUSI ADVISORS, INC.

95 GLASTONBURY BLVD., GLASTONBURY, CT 06033CRD# 4308110Firm CRD# 108113

Profile Verification

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

Identity

Michael Nmn Welz · GLASTONBURY, CT

Registration

CRD #4308110 · USI ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Michael Nmn Welz is a registered financial advisor based in GLASTONBURY, Connecticut, affiliated with USI ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Client Types

Client type data will be added during profile enrichment.

Introduction

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

USI ADVISORS, INC.

USI ADVISORS

AUM

$41.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at USI ADVISORS, INC. →

Services

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 4308110

Firm CRD# 108113

View on FINRA BrokerCheck →

Looking for a financial advisor in GLASTONBURY?

Browse all registered financial advisors in GLASTONBURY, Connecticut or claim this profile if it's yours.

Browse GLASTONBURY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Michael Nmn Welz offer?

Michael Nmn Welz specializes in Wealth Management. Contact their office in GLASTONBURY, Connecticut for a consultation.

What are Michael Nmn Welz's credentials?

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

Where is Michael Nmn Welz located?

Michael Nmn Welz is based in GLASTONBURY, Connecticut, working with USI ADVISORS, INC.. Their office serves clients in the GLASTONBURY metropolitan area and surrounding communities.

How does Michael Nmn Welz charge for services?

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

How large is USI ADVISORS, INC.?

USI ADVISORS, INC. has approximately 75 employees and manages $41.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →