Brookes L. Welc

BRIGHT FINANCIAL ADVISORS

Portage, MI 49024

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CRD#: 6343101

Professional summary

Brookes Lauren Welc, CFP®, who also goes by Brookes Lauren Elders, Brookes L Welc, is a registered financial advisor currently at BRIGHT FINANCIAL ADVISORS, INC. located in Portage, Michigan.

Brookes is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Brookes has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brookes Lauren Elders | Brookes L Welc

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) - RIA

Click below to view Brookes Lauren Welc's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

June 12, 2014 - Present

BRIGHT FINANCIAL ADVISORS, INC.

Office #1: 450 W. Centre Avenue Suite C, Portage, MI 49024

RIA

CRD#: 107931

Portage, MI

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".

BRIGHT FINANCIAL ADVISORS, INC.

BRIGHT FINANCIAL ADVISORS, INC. | BRYCK & BRIGHT INDEPENDENT FINANCIAL ADVISORS INC

CRD#: 107931 / SEC#: 801-57192

RIA

Registered Investment Advisory firm - (1/20/2000 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

Michigan
(6/12/2014)

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

Current Firm

BRIGHT FINANCIAL ADVISORS, INC.

BRIGHT FINANCIAL ADVISORS, INC. | BRYCK & BRIGHT INDEPENDENT FINANCIAL ADVISORS INC

CRD#: 107931 / SEC#: 801-57192

RIA

Registered Investment Advisory firm - (1/20/2000 Approved)

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Contact information

Main Address

450 W. Centre Avenue Suite C, Portage, MI 49024

Mailing Address

Phone number

(269) 373-2700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BRIGHT FINANCIAL ADVISORS, INC. ADV BROCHURE (2/13/2025)

Regulatory assets under management

Total Number of Accounts	2,495
AUM (Assets Under Management)	$ 570,094,623

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/05/2025	Cover Page	Report

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.

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Brookes L. Welc

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brookes Lauren Welc's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRIGHT FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

BRIGHT FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Current Firm

BRIGHT FINANCIAL ADVISORS, INC.

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BRIGHT FINANCIAL ADVISORS, INC.

TRUST BUT VERIFY

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