Brookes
Welc
Bright Financial Advisors, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Brookes Welc is a certified financial planner operating out of Portage, Michigan with a total of 9 years of relevant experience. Welc is currently employed by Bright Financial Advisors, Inc. Over the course of their career, they have held roles at Bright Financial Advisors, Inc and Pnc Financial Services Group. Welc is able to serve investors in Michigan. Bright Financial Advisors, Inc is an advisory firm based out of Portage, MI. It administers $399 million in total assets between its 2,753 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm serves three charities and foundations. Of its 2,753 accounts, 21% are held by high-net-worth individuals who have greater than $1 million in investable assets. The business provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fees charged by Bright Financial Advisors, Inc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Bright Financial Advisors, Inc Brokerage Details
$398,593,407
12
2,753
$144,785
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Brookes Welc Work History
Brookes has been registered as a financial advisor for 9 years.*
Bright Financial Advisors, Inc
Bright Financial Advisors, Inc
Pnc Financial Services Group
*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 Brookes Welc 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 Bright Financial Advisors, Inc
Portage, MI
Portage, MI
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
