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Tron David Welch

AIF®, CFP®
WELCH FINANCIAL PLANNING
BOULDER, CO
·CRD# 4485276·24 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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Credentials

AIF®
Accredited Investment Fiduciary
CFP®
Certified Financial Planner

Years of Experience

24 years in the financial services industry

Current & Past Employments

WELCH FINANCIAL PLANNING, LLC·CRD# 329418
RIA
1790 38th Street Suite 207, Boulder, CO 80301
February 29, 2024 - Present
WEALTHPLAN PARTNERS·CRD# 305026
RIA
Boulder, CO
January 30, 2020 - March 1, 2024
WEALTHPLAN PARTNERS·CRD# 158935
RIA
Boulder, CO
July 1, 2019 - July 10, 2020
SECURITIES AMERICA, INC.·CRD# 10205
BD
Boulder, CO
July 1, 2019 - March 1, 2024
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.·CRD# 134139
RIA
Boulder, CO
October 12, 2007 - July 10, 2019
CAMBRIDGE INVESTMENT RESEARCH, INC.·CRD# 39543
BD
Boulder, CO
October 12, 2007 - July 10, 2019
VALIC FINANCIAL ADVISORS, INC.·CRD# 42803
RIA
Lakewood, CO
April 23, 2004 - October 18, 2007
VALIC FINANCIAL ADVISORS, INC.·CRD# 42803
BD
Lakewood, CO
April 23, 2004 - October 18, 2007
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
RIA
Denver, CO
January 11, 2002 - May 17, 2004
IDS LIFE INSURANCE COMPANY·CRD# 6321
BD
Minneapolis, MN
January 1, 2002 - May 17, 2004
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Minneapolis, MN
January 1, 2002 - May 17, 2004

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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 - SEC (1/19/2024 Approved)

Contact Information

Main Address

1790 38th St Ste. 205, Boulder, CO 80301-2600

Phone Number

(303) 939-8766

# of Employees

6

SEC notice filing (3 States and Territories)

Registered to provide investment advisory services in 3 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2A BROCHURE (6/25/2026)

Regulatory Assets Under Management

Total Number of Accounts

514

AUM (Assets Under Management)

$198,095,637

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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.

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

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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 - SEC (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.
IAR
Colorado
(2/29/2024)

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.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2002About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2001About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Oct 2008About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Tron David Welch's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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