Robert Welsh
Robert Welsh is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Eagle, CO, with 11 years of industry experience. Robert 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
1099 Capitol Street, Suite #202, Eagle, CO, 81631
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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 ActivitiesSells Insurance
Robert is an agent for Avantax Insurance Agency, LLC, selling annuities, and a member of Brush Creek Financial Planning, LLC, where he meets with clients and markets financial planning services, dedicating full-time hours to this. He also works as a tax preparer for Butters Hollis and Associates, LLC, Hollis & Associates, and Kent Welsh, CPA, and is the treasurer for Eagle Community Gardens.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations2 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.