Michael J. Welker

PROTECTION POINT ADVISORS

Riverton, UT 84065

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CRD#: 4139776

Professional summary

Michael John Welker is a registered financial advisor currently at PROTECTION POINT ADVISORS located in Riverton, Utah.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Michael has worked at 5 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1-INSURANCE Agent. 2-US Government - enumerate (temporary) for 2020 census (0 to 40 hours) - non investment related. 3-Mike's Family Legacy LLC 20 hrs (financial education, training, and services - non investment related). 4-Life Leadership (non securities/investment related) 2-4 hrs

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael John Welker's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 29, 2020 - Present

PROTECTION POINT ADVISORS

Office #1: 13031 S Temple Dr Riverton, Riverton, UT 84065

RIA

CRD#: 291805

Riverton, UT

Past

July 16, 2007 - January 7, 2009

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

MIDVALE, UT

Past

July 16, 2007 - January 7, 2009

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

MIDVALE, UT

Past

July 22, 2004 - July 28, 2007

ONEAMERICA SECURITIES, INC.

RIA

CRD#: 4173

MIDVALE, UT

Past

March 15, 2004 - July 28, 2007

ONEAMERICA SECURITIES, INC.

CRD#: 4173

MIDVALE, UT

Past

April 12, 2002 - March 16, 2004

WORLD GROUP SECURITIES, INC.

CRD#: 114473

DULUTH, GA

Past

March 15, 2000 - April 12, 2002

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

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".

PROTECTION POINT ADVISORS

EAGLE WEST GROUP | PROTECTION POINT ADVISORS | MODERN ASSET PROTECTION PLANNING AKA M.A.P. PLANNING | EWG ELEVATE INC. | EAGLE WEST GROUP, INC.

CRD#: 291805 / SEC#: 801-113898

RIA

Registered Investment Advisory firm - (8/27/2018 Approved)

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.

Highlighted states indicate IAR registrations

IAR

California
(6/23/2021)

IAR

Utah
(9/29/2020)

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: 9/25/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/17/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 3/14/2000

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 1/4/2001

Investment Company Products/Variable Contracts Principal Examination

Current Firm

PROTECTION POINT ADVISORS

EAGLE WEST GROUP | PROTECTION POINT ADVISORS | MODERN ASSET PROTECTION PLANNING AKA M.A.P. PLANNING | EWG ELEVATE INC. | EAGLE WEST GROUP, INC.

CRD#: 291805 / SEC#: 801-113898

RIA

Registered Investment Advisory firm - (8/27/2018 Approved)

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Contact information

Main Address

3200 Douglas Blvd Ste. 305, Roseville, CA 95661

Mailing Address

Phone number

(916) 367-4540

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

ADV PART 2A-EWG ELEVATE INC. - MARCH 2025 (3/11/2025)

Regulatory assets under management

Total Number of Accounts	1,620
AUM (Assets Under Management)	$ 578,353,657

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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Michael J. Welker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael John Welker's CRS (Customer Relationship Summary).

Certified licenses

Experience

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

WORLD GROUP SECURITIES, INC.

WMA SECURITIES, INC.

Primary Firm SEC Registration

PROTECTION POINT ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 9/25/2020

Series 63

Date: 3/17/2000

Series 6

Date: 3/14/2000

Series 26

Date: 1/4/2001

Current Firm

PROTECTION POINT ADVISORS

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PROTECTION POINT ADVISORS

TRUST BUT VERIFY

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