Charles Andrew Welsh
CFP®Professional Summary
Charles Andrew Welsh, CFP® is a registered financial advisor currently at FORVIS MAZARS WEALTH ADVISORS, LLC located in Kansas City, Missouri. Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Charles has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
MORGAN STANLEY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
DOUGHERTY INVESTMENT ADVISORS
ROBERT W. BAIRD & CO. INCORPORATED
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
MORGAN STANLEY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
DOUGHERTY INVESTMENT ADVISORS
ROBERT W. BAIRD & CO. INCORPORATED
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
MORGAN STANLEY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
DOUGHERTY INVESTMENT ADVISORS
ROBERT W. BAIRD & CO. INCORPORATED
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
MORGAN STANLEY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
DOUGHERTY INVESTMENT ADVISORS
ROBERT W. BAIRD & CO. INCORPORATED
Credentials
Years of Experience
11 years in the financial services industry
Current & Past Employments
Current
Past
Similar Advisors
MORGAN STANLEY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
DOUGHERTY INVESTMENT ADVISORS
ROBERT W. BAIRD & CO. INCORPORATED
Current Firm
BKD INVESTMENT ADVISORS LLC | FORVIS WEALTH ADVISORS, LLC | FORVIS PRIVATE CLIENT | FORVIS MAZARS WEALTH ADVISORS, LLC | FORVIS MAZARS WEALTH ADVISORS | FORVIS MAZARS PRIVATE CLIENT | BKDWA | BKDIA | BKD WEALTH ADVISORS, LLC
Contact Information
Main Address
910 East St Louis St, Springfield, MO 65806Phone Number
(417) 831-7283# of Employees
124SEC notice filing (40 States and Territories)
Registered to provide investment advisory services in 40 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
14,044AUM (Assets Under Management)
$12,005,962,400Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/18/2025 | Cover Page | Report |
| 09/18/2024 | Cover Page | Report |
| 01/23/2024 | Cover Page | Report |
Similar Advisors
MORGAN STANLEY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
DOUGHERTY INVESTMENT ADVISORS
ROBERT W. BAIRD & CO. INCORPORATED
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
Similar Advisors
MORGAN STANLEY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
DOUGHERTY INVESTMENT ADVISORS
ROBERT W. BAIRD & CO. INCORPORATED
Primary Firm SEC Registration
BKD INVESTMENT ADVISORS LLC | FORVIS WEALTH ADVISORS, LLC | FORVIS PRIVATE CLIENT | FORVIS MAZARS WEALTH ADVISORS, LLC | FORVIS MAZARS WEALTH ADVISORS | FORVIS MAZARS PRIVATE CLIENT | BKDWA | BKDIA | BKD WEALTH ADVISORS, LLC
State Registrations and Notice Filings
(9/15/2026)
(9/15/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
MORGAN STANLEY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
DOUGHERTY INVESTMENT ADVISORS
ROBERT W. BAIRD & CO. INCORPORATED
CRS (Client Relationship Summary) - RIA
Click below to view Charles Andrew Welsh's CRS (Customer Relationship Summary).
Similar Advisors
MORGAN STANLEY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
DOUGHERTY INVESTMENT ADVISORS
ROBERT W. BAIRD & CO. INCORPORATED
