Robert P. Welch

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CRD#: 2261590

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Peterson Welch was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1992. Robert had worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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.

REAL ESTATE OWNERSHIP: SINGLE FAMILY,7196 SOUTH 2780 EAST SALT LAKE CITY UT 84121, INC:$5,000+. BUSINESS OWNERSHIP; BUSINESS NAME: CREEK ROAD LLC. TITLE: PARTNER. TYPE: I AM ONE OF THE 6 PARTNERS WHO ESTABLISHED AN LLC TO HANDLE THE COMMUNITY ASPECTS OF THE OFFICE WHERE WE RUN OUR OWN INDEPENDENT AMERIPRISE FINANCIAL PRACTICE. INVESTMENT RELATED: NO. DATE ACTIVITY BEGAN: NOT ANSWERED, NUMBEROF HOURS PER MONTH: 1 TO 9.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

September 18, 2017 - January 4, 2025

COIGN CAPITAL ADVISORS LLC

RIA

CRD#: 171306

DRAPER, UT

Past

August 20, 1993 - December 31, 1994

AMERICAN EXPRESS SERVICE CORPORATION

CRD#: 10518

MINNEAPOLIS, MN

Past

September 15, 1992 - September 15, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

SANDY, UT

Past

August 27, 1992 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 27, 1992 - September 15, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

SANDY, UT

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".

COIGN CAPITAL ADVISORS LLC

CRD#: 171306 / SEC#: 801-112895

RIA

Registered Investment Advisory firm - (4/19/2018 Approved)

Texas

Registered Investment Advisory firm - (4/23/2018 Terminated)

Utah

Registered Investment Advisory firm - (4/24/2018 Terminated)

Wyoming

Registered Investment Advisory firm - (4/23/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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

State Security Law Exam

IAR

Series 65

Date: 1/18/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/28/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/15/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/25/1992

General Securities Representative Examination

Current Firm

COIGN CAPITAL ADVISORS LLC

CRD#: 171306 / SEC#: 801-112895

RIA

Registered Investment Advisory firm - (4/19/2018 Approved)

Texas

Registered Investment Advisory firm - (4/23/2018 Terminated)

Utah

Registered Investment Advisory firm - (4/24/2018 Terminated)

Wyoming

Registered Investment Advisory firm - (4/23/2018 Terminated)

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Contact information

Main Address

12012 South 700 E. Suite 100, Draper, UT 84020

Mailing Address

Phone number

(801) 676-4570

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/13/2025)

Regulatory assets under management

Total Number of Accounts	973
AUM (Assets Under Management)	$ 321,005,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/24/2025	Cover Page	Report
10/29/2022	Cover Page	Report

Red Flags

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.

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Firm Stability Insights

Robert P. Welch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

AMERICAN EXPRESS SERVICE CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

COIGN CAPITAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/18/1994

Series 63

Date: 8/28/1992

SIE

Date: 9/15/2017

Series 7

Date: 8/25/1992

Current Firm

COIGN CAPITAL ADVISORS LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

COIGN CAPITAL ADVISORS LLC

TRUST BUT VERIFY

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