Brent J. Welch
VALMARK ADVISERS
Madison, WI 53717
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CRD#: 1427545
Professional summary
Brent John Welch, CFP®, who also goes by Brent Welch, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Madison, Wisconsin and VALMARK SECURITIES, INC. located in Madison, Wisconsin.
Brent is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Brent has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brent Welch
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1). fixed insurance commissions from various carriers./// 2). Welshire Capital, LLC dba Welshire Advisors; 1113 Riders Club Road, Onalaska, WI 54650 ; Wealth Advisory; Founder; YES, Investment Related; Start Date 1/2021; Approximately 21-40 hrs. per month; Compensated by Salary./// 3). Rental Home; 4815 Canterbury, Mound, MN 55364; owner, maintain the property and collect rents; NOT Investment Related; Start Date 09/11/2023; Approximately 1-5 hrs. per month; collect rent money from the tenant./// 4). Rental Home; 890 13 1/2 Avenue, Cameron, WI 54832; owner, we maintain rental home and collect rent; NOT Investment Related; Start Date 06/01/2023; Approximately 1-5 hrs. per month; Rental Income./// 5). Mountain Men Revival, Inc.; 2840 28th Street, Birchwood, WI 54817; Non-profit religious / mission is to activate personal revival in men to build the Body of Christ, His Church; President, to run the charity and promote men's ministry events; Not Investment Related: Start Date 12/18/2022; Approximately 6-10 hrs. per month; This is a volunteer position with no compensation./// 6.) Great Lakes Tres Dias, Inc.; 2840 28th Street, Birchwood, WI 54817; Christian Men's and Women's three-day weekend "advance"; Treasurer; I help with filing the 990-N postcard filing annually. I help with accounting and sending out correspondence for gift receipts. I take NO COMPENSATION; NOT Investment Related, Start Date 02/14/2024; Approximately 1-5 hrs. per month; No compensation.///
CRS (Client Relationship Summary) - RIA
Click below to view Brent John Welch's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1990
Experience
Current
August 8, 2018 - Present
VALMARK ADVISERS, INC.
Office #1: 999 Fourier Drive, Suite 100, Madison, WI 53717RIA
CRD#: 108050
Madison, WI
Current
June 1, 2018 - Present
VALMARK SECURITIES, INC.
Office #1: 999 Fourier Drive, Suite 100, Madison, WI 53717BD
CRD#: 31243
Madison, WI
Past
March 23, 2017 - June 11, 2018
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
Madison, WI
Past
March 16, 2017 - June 11, 2018
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
Madison, WI
Past
January 6, 2010 - June 7, 2016
APW CAPITAL, INC.
BD
CRD#: 43814
ONALSKA, WI
Past
October 1, 2007 - February 21, 2017
WELSHIRE CAPITAL, LLC
RIA
CRD#: 143960
WEST SALEM, WI
Past
October 1, 2007 - December 24, 2009
MAIN STREET SECURITIES, LLC
BD
CRD#: 47127
ONALASKA, WI
Past
November 13, 2000 - October 4, 2007
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
ONALASKA, WI
Past
January 17, 1997 - October 4, 2007
SECURITIES AMERICA, INC.
BD
CRD#: 10205
ONALASKA, WI
Past
December 22, 1995 - February 21, 1997
GUARDIAN INVESTOR SERVICES LLC
BD
CRD#: 6635
NEW YORK, NY
Past
June 25, 1986 - February 12, 1996
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
WINDSOR, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Florida(7/18/2025)
RR
Minnesota(6/1/2018)
IAR
Minnesota(8/8/2018)
IAR
South Dakota(1/6/2025)
RR
Tennessee(1/3/2025)
RR
Wisconsin(6/1/2018)
IAR
Wisconsin(8/8/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
130 Springside Drive Suite 300, Akron, OH 44333
Mailing Address
Phone number
(800) 765-5201
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
