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Brent John Welch

WELSHIRE CAPITAL, LLC·ONALASKA, Wisconsin
SIE, Series 7, Series 24, Series 63, Series 65CFPChFCClean record25 years registeredWELSHIRE CAPITAL, LLC
9538 EAST 16 FRONTAGE ROAD, ONALASKA, WI 54650CRD# 1427545Firm CRD# 143960

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brent John Welch · ONALASKA, WI
Registration
CRD #1427545 · WELSHIRE CAPITAL, LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

VALMARK ADVISERS, INC.
Aug 2018 – present
PRINCIPAL SECURITIES, INC.
Mar 2017 – Jun 2018
Madison, WI
WELSHIRE CAPITAL, LLC
Oct 2007 – Feb 2017
WEST SALEM, WI
SECURITIES AMERICA ADVISORS, INC.
Nov 2000 – Oct 2007
ONALASKA, WI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · November 13, 2000
Years registered · 25
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WELSHIRE CAPITAL, LLC
CRD 143960 · SEC 801-68351
AUM
$89M
Regulatory assets under management
Employees
6
1,349 client accounts
Services offered by WELSHIRE CAPITAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WELSHIRE CAPITAL, LLC →
Introduction

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05

Frequently Asked Questions

What services does Brent John Welch offer?
Brent John Welch specializes in Financial Planning, Investment Management. Contact their office in ONALASKA, Wisconsin for a consultation.
What are Brent John Welch's credentials?
Brent John Welch holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Brent John Welch located?
Brent John Welch is based in ONALASKA, Wisconsin, working with WELSHIRE CAPITAL, LLC. Their office serves clients in the ONALASKA metropolitan area and surrounding communities.
How does Brent John Welch charge for services?
Brent John Welch's firm is compensated through percentage of aum, hourly charges, subscription fees, other: fin.ed seminars/workshops and radio program. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WELSHIRE CAPITAL, LLC?
WELSHIRE CAPITAL, LLC has approximately 6 employees and manages $89M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WELSHIRE CAPITAL, LLC

Kristy Lyn Peters
ONALASKA, WI

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