Daniel Welker is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Phoenix, AZ, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1500 E Bethany Home Rd, Suite 140, Phoenix, AZ, 85014
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is a trustee for a trust benefiting his children and owns Welker Capital LLC and Welker Holdings LLC. These activities are investment-related and require minimal time.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations20 states
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