Robert
Welsh
Avantax Advisory Services
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About this Advisor
Robert Welsh is a financial advisor based in Eagle, Colorado, working with Avantax Advisory Services. Robert has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Cpa Solutions, LLC, Marchetti & Weaver, LLC, Feeding America Southwest Virginia, R Kent Welsh Cpa, Butters Hollis & Associates, Avantax Investment Services, Inc, Brush Creek Financial Planning, LLC, Hollis & Associates, Avantax Insurance Agency, LLC, and Avantax Advisory Services. Robert has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Robert is part of Avantax Advisory Services, which operates out of Eagle, Colorado. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Robert Welsh Work History
Butters Hollis & Associates
Avantax Investment Services, Inc
Brush Creek Financial Planning, LLC
Hollis & Associates
Avantax Insurance Agency, LLC
Avantax Advisory Services
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Cpa Solutions, LLC
Marchetti & Weaver, LLC
Feeding America Southwest Virginia
R Kent Welsh Cpa
Disclosures
Please visit the SEC profile of Robert Welsh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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