Drew Welp
Drew Welp is a registered investment advisor at Cetera Investment Advisers LLC, based in Columbia, SC, with 17 years of industry experience. Drew 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
5111 Trenholm Road, Columbia, SC, 29206
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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
Drew is affiliated with Avantax Insurance Agency and may sell equity indexed annuities, and also owns multiple entities including Drew W Welp LLC, Welp Financial Advisors, LLC, and is part owner/CPA at Harrelson, Welp & Associates, CPAs, LLC. He also uses Drew W Welp LLC as a tax entity to report commissions received.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations10 states
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