Anthony E. Welle
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Anthony Edward Welle, who also goes by Anthony Edward Welle, was a registered financial professional .
Anthony is a previously registered financial professional and started their career in finance in 2020. Anthony had worked at 3 firms and has passed the Series 65 and SIE exams.
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Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 19, 2025 - December 24, 2025
FARMSTEAD FINANCIAL
January 6, 2023 - December 13, 2024
VECTOR WEALTH MANAGEMENT
March 9, 2020 - November 22, 2022
BERGANKDV WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
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Exams
Current Firm
FARMSTEAD FINANCIAL
CRD#: 334357 / SEC#:
Contact information
Red Flags
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