Lisa
Cowan
Welch Financial Planning, LLC
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About this Advisor
Lisa Cowan is a financial advisor based in Boulder, Colorado, working with Welch Financial Planning, LLC. Lisa has previously held positions at Scottrade, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Securities America, Inc, Wealthplan Partners, Inc, Wealthplan Partners, LLC, Welch Financial Planning, LLC, and Boulder Valley School District. Lisa has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, Lisa is part of Welch Financial Planning, LLC, which operates out of Boulder, Colorado. The firm has 6 employees and manages assets totaling $123.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Welch Financial Planning, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Welch Financial Planning, LLC Brokerage Details
$123,935,015
6
420
$295,083
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Lisa Cowan Work History
Welch Financial Planning, LLC
Wealthplan Partners, LLC
Securities America, Inc
Wealthplan Partners, Inc
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Scottrade
Boulder Valley School District
Disclosures
Please visit the SEC profile of Lisa Cowan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Welch Financial Planning, LLC
Boulder, CO
Boulder, CO
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