Anthony E. Welle

FARMSTEAD FINANCIAL

CLEARWATER, MN

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CRD#: 7209448

Professional summary

Anthony Edward Welle, who also goes by Anthony Edward Welle, is a registered financial advisor currently at FARMSTEAD FINANCIAL located in Clearwater, Minnesota.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Anthony has worked at 3 firms and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anthony Edward Welle

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 Anthony Edward Welle'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®

None

Experience

Current

February 19, 2025 - Present

FARMSTEAD FINANCIAL

RIA

CRD#: 334357

CLEARWATER, MN

Past

January 6, 2023 - December 13, 2024

VECTOR WEALTH MANAGEMENT

RIA

CRD#: 152667

MINNEAPOLIS, MN

Past

March 9, 2020 - November 22, 2022

BERGANKDV WEALTH MANAGEMENT, LLC

RIA

CRD#: 143038

BLOOMINGTON, MN

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

Minnesota
(2/19/2025)

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

State Security Law Exam

IAR

Series 65

Date: 3/9/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 6/5/2019

Securities Industry Essentials Examination

Current Firm

FARMSTEAD FINANCIAL

FARMSTEAD FINANCIAL | FARMSTEAD FINANCIAL LLC

CRD#: 334357 / SEC#:

Minnesota

Registered Investment Advisory firm - (2/19/2025 Approved)

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Contact information

Main Address

Clearwater, MN

Mailing Address

Phone number

(320) 558-8640

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Anthony E. Welle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Edward Welle's CRS (Customer Relationship Summary).

Certified licenses

Experience

FARMSTEAD FINANCIAL

VECTOR WEALTH MANAGEMENT

BERGANKDV WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/9/2020

SIE

Date: 6/5/2019

Current Firm

FARMSTEAD FINANCIAL

Contact information

Documents

Red Flags

Company Information

FARMSTEAD FINANCIAL

TRUST BUT VERIFY

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