Brett Welch
Brett Welch is a registered investment advisor at Osaic Wealth, INC., based in West Salem, WI, with 32 years of industry experience. Brett 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
114 N Leonard St., West Salem, WI, 54669
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Regulatory History (1)
Customer Dispute
August 2011Other Business ActivitiesSells Insurance
Brett is the treasurer for Everybody Bikes UA and Upper Mississippi Isaac Walton League, both non-profit organizations. He also works as an insurance agent for Coulee Country Financial Services LLC, dedicating about a quarter of his time to insurance sales.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America, INC.Broker
Cetera Advisor Networks LLCBroker
Ameritas Investment CORP.Broker
Mutual of Omaha Investor Services, INC.Broker
State Registrations3 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.