Ryley A. Cowan

WELCH FINANCIAL PLANNING

BOULDER, CO 80301-2600

CRD#: 7112148

Some features on this profile are disabled

Professional summary

Ryley Ann Cowan, who also goes by Ryley Cowan, is a registered financial advisor currently at WELCH FINANCIAL PLANNING, LLC located in Boulder, Colorado.

Ryley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Ryley has worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryley Cowan

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 Ryley Ann Cowan'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®

None

Experience

Current

June 22, 2026 - Present

WELCH FINANCIAL PLANNING, LLC

Office #1: 1790 38th St Ste. 205, Boulder, CO 80301-2600

RIA

CRD#: 329418

BOULDER, CO

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".

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
(6/22/2026)

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

State Security Law Exam

IAR

Series 65

Date: 6/22/2026

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 3/6/2026

Securities Industry Essentials Examination

Current Firm

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)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE (3/14/2025)

Regulatory assets under management

Total Number of Accounts	464
AUM (Assets Under Management)	$ 145,551,100

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.

Similar Advisors

Oscar Maldonado

J.P. MORGAN SECURITIES LLC

LOS ANGELES, CA

Robert Boland

RBC CAPITAL MARKETS, LLC

IAR

Malvern, PA

Samuel Spanos

RAYMOND JAMES & ASSOCIATES, INC.

IAR

Sea Island, GA

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ryley A. Cowan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryley Ann Cowan's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELCH FINANCIAL PLANNING, LLC

Primary Firm SEC Registration

WELCH FINANCIAL PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/22/2026

SIE

Date: 3/6/2026

Current Firm

WELCH FINANCIAL PLANNING, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WELCH FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

Similar Advisors