DW
Drew W. Welp
CETERA INVESTMENT ADVISERS LLC
COLUMBIA, SC 29206
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CRD#: 5418388
DW
Professional summary
Drew William Welp is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Columbia, South Carolina and CETERA WEALTH SERVICES, LLC located in Cayce, South Carolina.
Drew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Drew has worked at 5 firms and has passed the Series 66, SIE and Series 7 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) Harrelson Financial Group LLC~'NIR'~5111 Trenholm Road, Suite 100~Columbia~SC~29209~Professional Services - Business/Individual~Owner/Sole Proprietor~1/1/2009~15hrs~15hrs~Business Consulting 2) Kappa Sigma Housing Corporation~'NIR'~808 Mark Buyck Way~Columbia~SC~29201~Nonprofit~Treasurer/Comptroller~1/1/2015~2hrs~1hrs~Manage the bills and funds for the fraternity Housing Corporation. The House Corp. owns the house and leases it to the chapter. 4) ROGER W. HARRELSON, CPA, LLC POSITION: Accountant/Bookkeeper/Principal NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2009; 190 Knox Abbott Drive Suite 2-B, Cayce SC 29033; Admin, Accounting, Tax Prep 5) DREW W WELP LLC POSITION: Owner NATURE: Serves only as a tax entity to report commissions reveived. No advertising or public mention of this entitiy exists. Solely for tax reporting. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/24/2012; 190 Knox Abbott Drive, Suite 2-B, Cayce SC 29033; Drew W Welp LLC.zero. one payoll cehck a year. income and expenses reported on a Form 1120s 6) WELP FINANCIAL ADVISORS, LLC POSITION: Owner NATURE: Entity used to be used to advertise in our building, business cards, stationary, etc. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 30 START DATE: 07/24/2012 ADDRESS: 190 Knox Abbott Drive, Suite 2-B, Cayce SC 29033, United States DESCRIPTION: This is to make the financial part of our business stand out as its own entity. 7) FOR HARRELSON, WELP & ASSOCIATES, CPAS, LLC POSITION: Owner/CPA NATURE: Tax and Accounting Services INVESTMENT RELATED: No NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 60 START DATE: 11/01/2024 ADDRESS: 190 Knox Abbott Drive, Suite 2B, Cayce SC 29033, United States DESCRIPTION: Manage staff on their accounting and tax work as well as do the work related to these services. 8) ROGER W. HARRELSON, CPA, LLC POSITION: ACCOUNTANT/BOOKKEEPER/PRINCIPAL NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2009 ADDRESS: 190 Knox Abbott Drive Suite 2-B, Cayce SC 29033, United States DESCRIPTION: Admin, Accounting, Tax Prep 9) WELP FINANCIAL ADVISORS, LLC POSITION: Owner NATURE: Entity used to be used to advertise in our building, business cards, stationary, etc. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 30 START DATE: 07/24/2012 ADDRESS: 190 Knox Abbott Drive, Suite 2-B, Cayce SC 29033, United States DESCRIPTION: This is to make the financial part of our business stand out as its own entity. 10) ROGER W. HARRELSON, CPA, LLC POSITION: ACCOUNTANT/BOOKKEEPER/PRINCIPAL NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2009 ADDRESS: 190 Knox Abbott Drive Suite 2-B, Cayce SC 29033, United States DESCRIPTION: Admin, Accounting, Tax Prep
CRS (Client Relationship Summary) - RIA
Click below to view Drew William Welp'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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 5111 Trenholm Road, Columbia, SC 29206RIA
CRD#: 105644
COLUMBIA, SC
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 190 Knox Abbott Drive Suite 2b, Cayce, SC 29033BD
CRD#: 13572
CAYCE, SC
Past
July 30, 2010 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
COLUMBIA, SC
Past
February 9, 2009 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
CAYCE, SC
Past
August 21, 2008 - January 28, 2009
EDWARD JONES
RIA
CRD#: 250
COLUMBIA, SC
Past
July 21, 2008 - January 28, 2009
EDWARD JONES
BD
CRD#: 250
COLUMBIA, SC
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(9/5/2025)
RR
Florida(9/5/2025)
RR
Georgia(9/5/2025)
RR
Iowa(9/5/2025)
RR
Massachusetts(9/5/2025)
RR
Michigan(9/5/2025)
RR
North Carolina(9/5/2025)
RR
South Carolina(9/5/2025)
IAR
South Carolina(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Virginia(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Columbia, SC 29206TRUST BUT VERIFY
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