Robert Welsch
Robert Welsch is a registered investment advisor at Osaic Wealth, INC., based in Dundee, IL, with 33 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Dundee, IL
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 ActivitiesSells Insurance
Robert is an Investment Advisor Representative at RetireSource, dedicating full-time hours to asset management and related services. He also owns R.J. Welsch & Associates, where he sells and supports fixed insurance products, taking about a quarter of his time, and is a financial advisor at Pathways Financial Group LLC, dedicating minimal time. Additionally, Robert spends about a quarter of his time as a consultant for his family estate.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities Corporation
Fsc Securities CorporationBroker
Qa3 Financial CORP.Broker
The Retirement Group, LLC
Ssn Advisory, INC.
The Retirement Group
Securities Service Network, INC.Broker
Fsc Securities CorporationBroker
Mony Securities CorporationBroker
State Registrations15 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.