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Brookes Lauren Welc

BRIGHT FINANCIAL ADVISORS, INC.·PORTAGE, Michigan
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450 W. CENTRE AVENUE, PORTAGE, MI 49024CRD# 6343101Firm CRD# 107931
01

About

Brookes Lauren Welc is a registered financial advisor based in PORTAGE, Michigan, affiliated with BRIGHT FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BRIGHT FINANCIAL ADVISORS, INC.
BRIGHT FINANCIAL ADVISORS, INC.
AUM
$489M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at BRIGHT FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6343101
Firm CRD# 107931
No disclosures on file
View on FINRA BrokerCheck →

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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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Research
Advisor Fees in MichiganNational Fee Analysis
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