Charles
Welde
Prosperity Capital Advisors
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About this Advisor
Charles Welde is a certified financial planner operating out of Chadds Ford, Pennsylvania with 11 years of industry experience. Welde is an advisor for Prosperity Capital Advisors. Throughout their career, they have worked at Charles P. Welde, Cpa, H.D. Vest Investment Securities, Inc, Hd Vest Advisory and Wealthcare Advisors. Welde has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Delaware and Pennsylvania. Prosperity Capital Advisors is an advisory firm operating out of Westlake, OH. The firm has offices in 26 locations and a total of 143 employees. It oversees $2 billion in assets across its 7,565 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises three charities and foundations. Of its 7,565 client accounts, just 5% are held by high-net-worth investors who have more than $1 million in assets. Prosperity Capital Advisors has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial management typically vary depending on which services the firm provides the client. Fees billed by Prosperity Capital Advisors likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prosperity Capital Advisors Brokerage Details
$1,712,428,969
143
7,565
$226,362
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Charles Welde Work History
Charles has been registered as a financial advisor for 11 years.*
Wealthcare Advisors
Hd Vest Advisory
H.D. Vest Investment Securities, Inc
Charles P. Welde, Cpa
*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 Charles Welde 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 Prosperity Capital Advisors
Arden, NC
Ft Mitchell, KY
Westlake, OH
Schererville, IN
Westlake, OH
Marietta, GA
Westlake, OH
Red Bank, NJ
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.