Blake E. Welch

ARETE FINANCIAL SOLUTIONS

Goodyear, AZ 85395

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CRD#: 7252471

Professional summary

Blake Evan Welch, who also goes by Blake Evan Welch, is a registered financial advisor currently at ARETE FINANCIAL SOLUTIONS, LLC located in Goodyear, Arizona.

Blake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Blake has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Blake Evan Welch

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.

Bouncer at The Womack; Work hourly, non-commission based; Not Investment Related; 5749 N 7th St, Phoenix, AZ 85014; 13 hours per week outside of trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blake Evan Welch'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

November 14, 2023 - Present

ARETE FINANCIAL SOLUTIONS, LLC

Office #1: 1626 N. Litchfield Rd., Suite 170, Goodyear, AZ 85395

RIA

CRD#: 314310

Goodyear, AZ

Past

August 1, 2022 - October 26, 2023

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA

CRD#: 611

PHOENIX, AZ

Past

March 28, 2022 - October 26, 2023

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

PHOENIX, AZ

Past

November 29, 2021 - January 10, 2022

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

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

Arizona
(11/14/2023)

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 66

Date: 7/22/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/29/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/25/2021

Securities Industry Essentials Examination

Current Firm

ARETE FINANCIAL SOLUTIONS, LLC

ARETE FINANCIAL SOLUTIONS, LLC | MLR PROFESSIONAL TAX SERVICES, LLC

CRD#: 314310 / SEC#:

Arizona

Registered Investment Advisory firm - (6/16/2021 Approved)

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Contact information

Main Address

1626 N. Litchfield Rd., Suite 170, Goodyear, AZ 85395

Mailing Address

Phone number

(623) 505-7141

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	149
AUM (Assets Under Management)	$ 13,562,794

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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Blake E. Welch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blake Evan Welch's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARETE FINANCIAL SOLUTIONS, LLC

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

SECURITIES AMERICA, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/22/2022

Series 7TO

Date: 11/29/2021

SIE

Date: 10/25/2021

Current Firm

ARETE FINANCIAL SOLUTIONS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ARETE FINANCIAL SOLUTIONS, LLC

TRUST BUT VERIFY

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