Kirk Welch is a CFP-designated registered investment advisor, based in Sandy, UT, with 26 years of industry experience.
Location
45 West 10000 South #106, Sandy, UT, 84070
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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 Activities
Kirk's primary activities involve working with HUB International and Global Retirement Partners, LLC, focusing on investment-related services such as retirement plan consulting and financial planning. These roles collectively take up a significant amount of Kirk's time, potentially full-time.
Employment History
Current Registrations
HUB International Investment Services INC.
HUB International Investment Services INC.Broker
Global Retirement Partners LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
Nrp Advisors, INC.
Nrp Financial, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Discover Brokerage Direct, INC.Broker
MML Investors Services, INC.Broker
State Registrations10 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.