TW
Tron D. Welch
WELCH FINANCIAL PLANNING
BOULDER, CO 80301
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CRD#: 4485276
TW
Professional summary
Tron David Welch, AIF®, CFP® is a registered financial advisor currently at WELCH FINANCIAL PLANNING, LLC located in Boulder, Colorado.
Tron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Tron has worked at 9 firms and has passed the Series 66, SIE, Series 7 and Series 24 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.
Name: Trasa, LLC Position: Owner Nature: Personally owned residential rental property Investment Related: Yes Hours: 4 Securities Trading Hours: 0 Start Date: 06/01/2014 Address: 1790 38th Street Ste 205, Boulder CO 80301 Name: Welch Financial Planning, LLC Position: Managing Member of LLC used as DBA name for advisory and insurance service offerings. Insurance Agent Nature: Fixed insurance: term life, disability, home, auto, commercial and long-term care. Investment Related: No Hours: 5 Securities Trading Hours: 3 Start Date: 11/01/2007 Address: 1790 38th Street Ste 205, Boulder CO 80301 Name: Welch Tax Services, LLC Position: Managing member offering tax preparation and consulting services. Investment Related: No No hours: 10 Securities Trading Hours: Start Date: 01/2025 Address: 1790 38th Street Ste 205, Boulder CO 80301 Name: Team Rubicon Position: Volunteer Nature: Volunteer: Team Rubicon - Membership Lead, Boulder. I contact new volunteers and train them on systems and provide guidance through the on boarding process. Additionally, I service on disaster relief teams, mostly associated with hurricanes, floods and wildfires. Investment Related: No Hours: 20 Securities Trading Hours: 10 Start Date: 06/01/2017 Address: 6171 W Century BLVD Suite 310, Los Angeles CA 90045 How Investments, LLC POSITION: Manager NATURE: lending and investments INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2007 ADDRESS: 1790 38th Street Ste 205, Boulder CO 80301 DESCRIPTION: Currently How Investments holds a business note and an investment brokerage account. VELOCIRAPTOR3PL Position: OWNER/ DIRECTOR OF SALES Investment related: No. This is a warehouse business offering storage and shipping. 10% of time per month will be spent at this company. START DATE: 5/1/2024 Name: Certified Public Accountant, CPA. Designation carrier. May offer CPA services through affiliated tax entity Welch Tax Services, LLC. 10% of time per month. Start date: 07/2025
CRS (Client Relationship Summary) - RIA
Click below to view Tron David 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®
Experience
Current
February 29, 2024 - Present
WELCH FINANCIAL PLANNING, LLC
Office #1: 1790 38th Street Ste. 205, Boulder, CO 80301RIA
CRD#: 329418
BOULDER, CO
Past
January 30, 2020 - March 1, 2024
WEALTHPLAN PARTNERS
RIA
CRD#: 305026
Boulder, CO
Past
July 1, 2019 - July 10, 2020
WEALTHPLAN PARTNERS
RIA
CRD#: 158935
Boulder, CO
Past
July 1, 2019 - March 1, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
BOULDER, CO
Past
October 12, 2007 - July 10, 2019
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
BOULDER, CO
Past
October 12, 2007 - July 10, 2019
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
BOULDER, CO
Past
April 23, 2004 - October 18, 2007
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
LAKEWOOD, CO
Past
April 23, 2004 - October 18, 2007
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
LAKEWOOD, CO
Past
January 11, 2002 - May 17, 2004
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
DENVER, CO
Past
January 1, 2002 - May 17, 2004
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
January 1, 2002 - May 17, 2004
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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".
WF
WELCH FINANCIAL PLANNING, LLC
WELCH FINANCIAL PLANNING & INSURANCE | WELCH FINANCIAL PLANNING, LLC
CRD#: 329418 / SEC#: 801-129411
RIA
Registered Investment Advisory firm - (1/19/2024 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
Colorado(2/29/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
WF
WELCH FINANCIAL PLANNING, LLC
WELCH FINANCIAL PLANNING & INSURANCE | WELCH FINANCIAL PLANNING, LLC
CRD#: 329418 / SEC#: 801-129411
RIA
Registered Investment Advisory firm - (1/19/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1790 38th St Ste. 205, Boulder, CO 80301-2600
Mailing Address
Phone number
(303) 939-8766
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 464 |
| AUM (Assets Under Management) | $ 145,551,100 |
Red Flags
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Company Information
WELCH FINANCIAL PLANNING, LLC
CRD#: 329418Boulder, CO 80301TRUST BUT VERIFY
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