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MW

Michael J. Welker

PROTECTION POINT ADVISORS
Riverton, UT 84065
Some features on this profile are disabled
CRD#: 4139776
MW

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.
The advisor shows no other business activity.

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

Current

September 29, 2020 - Present

PROTECTION POINT ADVISORS

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

BD
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.

BD
CRD#: 4173
MIDVALE, UT
Past

April 12, 2002 - March 16, 2004

WORLD GROUP SECURITIES, INC.

BD
CRD#: 114473
DULUTH, GA
Past

March 15, 2000 - April 12, 2002

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA

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)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/25/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/17/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 3/14/2000
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 1/4/2001
Investment Company Products/Variable Contracts Principal Examination

Current Firm

PP
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

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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
23

Documents

Latest Form ADV

Part 2 Brochures

Regulatory assets under management

Total Number of Accounts1,620
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.

Company Information

PROTECTION POINT ADVISORS

CRD#: 291805Riverton, UT 84065

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