Unclaimed Profile

Dale Conrad Welty

WOODSTOCK FINANCIAL GROUP, INC.·WOODSTOCK, Georgia

SIE, Series 4, Series 7, Series 24, Series 31, Series 65, Series 66Clean record24 years registeredWOODSTOCK FINANCIAL GROUP, INC.

117 TOWNE LAKE PARKWAY, WOODSTOCK, GA 30188CRD# 4456450Firm CRD# 38095

Profile Verification

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

Identity

Dale Conrad Welty · WOODSTOCK, GA

Registration

CRD #4456450 · WOODSTOCK FINANCIAL GROUP, INC. · 24 years registered

Brand Profile

Not yet started

Career History

ARBORDALE WEALTH MANAGEMENT, LLC

Jun 2016 – present

WOODSTOCK FINANCIAL GROUP, INC.

Aug 2003 – Feb 2016

WOODSTOCK, GA

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Dec 2001 – Dec 2002

PENSACOLA, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 31

Series 65

Series 66

Registration record

First registered · December 11, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WOODSTOCK FINANCIAL GROUP, INC.

CRD 38095 · SEC 801-65881

AUM

$246M

Regulatory assets under management

Employees

1,857 client accounts

Services offered by WOODSTOCK FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WOODSTOCK FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Dale Conrad Welty offer?

Dale Conrad Welty specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WOODSTOCK, Georgia for a consultation.

What are Dale Conrad Welty's credentials?

Dale Conrad Welty is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dale Conrad Welty located?

Dale Conrad Welty is based in WOODSTOCK, Georgia, working with WOODSTOCK FINANCIAL GROUP, INC.. Their office serves clients in the WOODSTOCK metropolitan area and surrounding communities.

How does Dale Conrad Welty charge for services?

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

How large is WOODSTOCK FINANCIAL GROUP, INC.?

WOODSTOCK FINANCIAL GROUP, INC. has approximately 60 employees and manages $246M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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