Ross E Welte
Professional Summary
Ross E Welte, who also goes by Ross Elliot Welte, is a registered financial advisor currently at 5 STONE FINANCIAL GROUP, LLC located in Champlin, Minnesota. Ross is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Ross has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ross Elliot Welte
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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.
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Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
5 STONE FINANCIAL GROUP, LLC | 5 STONE INVESTMENTS LLC
Contact Information
Main Address
Champlin, MNMailing Address
P.o. Box 499, Champlin, MN 55316Phone Number
(763) 290-1980# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
281AUM (Assets Under Management)
$34,231,823Similar Advisors
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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.
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State Registrations and Notice Filings
(10/5/2021)
(9/4/2025)
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 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2006About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Ross E Welte's CRS (Customer Relationship Summary).
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