Renee Welch is a registered investment advisor at Gladstone Wealth Partners, based in Omaha, NE, with 16 years of industry experience. Renee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7,910 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gladstone Wealth Partners charges up to 2.00% of your portfolio per year for investment management. This fee is negotiable and paid quarterly in advance. Clients in non-wrap programs will separately incur commissions and transaction costs. Gladstone also uses third-party technology platforms to manage retirement accounts, and passes the cost of these platforms on to you, sometimes with a markup.
Location
12801 Pierce St, #100, Omaha, NE, 68144
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Renee operates several businesses related to investment advisory and financial services, including Silverleaf Wealth Management, Silverleaf Tax & Accounting, Welch Wealth Advisors, and Gladstone Institutional Advisory. These activities, along with her role as a registered representative with LPL Financial, consume a significant amount of Renee's time.
Employment History
Current Registrations
Gladstone Wealth Partners
LPL Financial LLCBroker
Previous Registrations
Silverleaf Advisor Group, LLC
Linsco/private Ledger CORP.Broker
Linsco/private Ledger CORP.Broker
Dain Bosworth IncorporatedBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.