John Welch is a registered investment advisor at Cetera Investment Advisers LLC, based in Enfield, CT, with 28 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
268 Hazard Ave, Enfield, CT, 06082
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is involved in two outside business activities. He is a principal at Welch & Company, providing tax preparation and accounting services, and owns Aspen Financial, handling operational and marketing tasks; these activities take up a significant amount of his time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations13 states
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