Unclaimed Profile

Daniel John Welch

WWK ADVISORS, LLC·NORTHVILLE, Michigan

SIE, Series 6, Series 7, Series 24, Series 51, Series 63, Series 65, Series 99TOClean record15 years registeredWWK ADVISORS, LLC

126 N. CENTER STREET, NORTHVILLE, MI 48167CRD# 2160552Firm CRD# 154761

Profile Verification

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

Identity

Daniel John Welch · NORTHVILLE, MI

Registration

CRD #2160552 · WWK ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Feb 2021 – present

WWK ADVISORS, LLC

Oct 2010 – Dec 2021

NORTHVILLE, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 51

Series 63

Series 65

Series 99TO

Registration record

First registered · October 1, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WWK ADVISORS, LLC

CRD 154761 · SEC 801-71775

AUM

$471M

Regulatory assets under management

Employees

766 client accounts

Services offered by WWK ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WWK ADVISORS, LLC →

Introduction

Speak with Daniel

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

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

Looking for a financial advisor in NORTHVILLE?

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

Browse NORTHVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Daniel John Welch offer?

Daniel John Welch specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTHVILLE, Michigan for a consultation.

What are Daniel John Welch's credentials?

Daniel John Welch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel John Welch located?

Daniel John Welch is based in NORTHVILLE, Michigan, working with WWK ADVISORS, LLC. Their office serves clients in the NORTHVILLE metropolitan area and surrounding communities.

How does Daniel John Welch charge for services?

Daniel John Welch'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 WWK ADVISORS, LLC?

WWK ADVISORS, LLC has approximately 6 employees and manages $471M 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 →