JW
JW

John Welp

32 Years of Experience
Jasper, IN
1 DisclosureBroker

John Welp is a registered investment advisor at LPL Financial LLC, based in Jasper, IN, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

One Dcb Plaza, Jasper, IN, 47546

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2019
Settled
Other Business Activities

John operates his LPL business under the DBAs Old National Investments (since 2009) and Old National Wealth Advisors (since 2025). He also owns Welp Rental Properties since 2011, dedicating minimal time to it.

Employment History
Current Registrations
LPL Financial LLC
December 2009 - Present · 16 yrs 5 mos
LPL Financial LLC
November 2009 - Present · 16 yrs 6 mos
LPL Financial LLCBroker
November 2009 - Present · 16 yrs 6 mos
Previous Registrations
Invest Financial Corporation
February 2006 - December 2009 · 3 yrs 10 mos
Invest Financial CorporationBroker
November 2005 - December 2009 · 4 yrs 1 mo
Onb Investment Services, INC.Broker
September 2001 - December 2005 · 4 yrs 3 mos
Capital Select Investments CORP.Broker
November 1995 - October 2001 · 5 yrs 11 mos
Pruco Securities CorporationBroker
July 1993 - November 1995 · 2 yrs 4 mos
State Registrations7 states
FLINKYMIMONCTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
John Welp - Financial Advisor | TrueAdvisor