Tron
Welch
Wealthplan Partners
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About this Advisor
Tron Welch is a certified financial planner based out of Boulder, Colorado with 3 years of industry experience. Welch works at Wealthplan Partners. During their career, Welch has held roles at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Wealthplan Partners, LLC, Wealthplan Partners, Inc and Securities America, Inc. Welch holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Colorado. Wealthplan Partners is a company operating out of Omaha, NE. The firm has offices in 17 locations and a total of 78 financial advisors. It manages $2 billion in assets under management between its 6,661 accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to 15 charities and foundations. Of its 6,661 customer accounts, just 9% are associated with high-net-worth investors who have at least $1 million in investable assets. Wealthplan Partners performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically depend on which service is provided. Fee types charged by Wealthplan Partners most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthplan Partners Brokerage Details
$1,619,950,649
78
6,661
$243,199
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
Tron Welch Work History
Tron has been registered as a financial advisor for 3 years.*
Wealthplan Partners, LLC
Wealthplan Partners, Inc
Securities America, Inc
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tron Welch 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 Wealthplan Partners
Omaha, NE
Omaha, NE
Omaha, NE
Westminster, CO
Omaha, NE
Omaha, NE
Boulder, CO
Omaha, NE
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
