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Brookes Lauren Welc

BRIGHT FINANCIAL ADVISORS, INC.·PORTAGE, Michigan
Clean record12 years registeredBRIGHT FINANCIAL ADVISORS, INC.
450 W. CENTRE AVENUE, PORTAGE, MI 49024CRD# 6343101Firm CRD# 107931

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brookes Lauren Welc · PORTAGE, MI
Registration
CRD #6343101 · BRIGHT FINANCIAL ADVISORS, INC. · 12 years registered
Brand Profile
Not yet started
01

Career History

BRIGHT FINANCIAL ADVISORS, INC.
Jun 2014 – present
02

Registrations & Exams

Registration record
First registered · June 12, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BRIGHT FINANCIAL ADVISORS, INC.
CRD 107931 · SEC 801-57192
AUM
$489M
Regulatory assets under management
Employees
13
2,546 client accounts
Services offered by BRIGHT FINANCIAL ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BRIGHT FINANCIAL ADVISORS, INC. →
Introduction

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05

Frequently Asked Questions

What services does Brookes Lauren Welc offer?
Brookes Lauren Welc specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTAGE, Michigan for a consultation.
What are Brookes Lauren Welc's credentials?
Brookes Lauren Welc is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brookes Lauren Welc located?
Brookes Lauren Welc is based in PORTAGE, Michigan, working with BRIGHT FINANCIAL ADVISORS, INC.. Their office serves clients in the PORTAGE metropolitan area and surrounding communities.
How does Brookes Lauren Welc charge for services?
Brookes Lauren Welc'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 BRIGHT FINANCIAL ADVISORS, INC.?
BRIGHT FINANCIAL ADVISORS, INC. has approximately 13 employees and manages $489M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BRIGHT FINANCIAL ADVISORS, INC.

Andrew Michael Price
PORTAGE, MI
CFP
Jeffrey James Bright
PORTAGE, MI

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