Tron David Welch

Current Employers

Employment History

• 10/2007 → 06/2019
  Cambridge Investment Research, Inc
  Fairfield, IA
• 10/2007 → 06/2019
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 07/2019 → 02/2024
  Securities America, Inc.
  Boulder, CO
• 07/2019 → 02/2024
  Wealthplan Partners, Inc
  Boulder, CO
• 01/2020 → 02/2024
  Wealthplan Partners, Llc
  Omaha, NE
• 02/2024 → Present
  Welch Financial Planning, Llc
  Boulder, CO

Previous Registrations

• 2020-01-30 → 2024-03-01
  Wealthplan Partners
  Boulder, CO
  Omaha, NE
• 2019-07-01 → 2020-07-10
  Wealthplan Partners
  Boulder, CO
• 2007-10-12 → 2019-07-10
  Cambridge Investment Research Advisors, Inc.
  Boulder, CO
• 2004-04-23 → 2007-10-18
  Valic Financial Advisors, Inc.
  Lakewood, CO
  Lakewood, CO
• 2002-01-11 → 2004-05-17
  Ameriprise Financial Services, Llc
  Denver, CO

Other Businesses

Name: Trasa, LLC Position: Owner Nature: Personally owned residential rental property Investment Related: Yes Hours: 4 Securities Trading Hours: 0 Start Date: 06/01/2014 Address: 1790 38th Street Ste 205, Boulder CO 80301 Name: Welch Financial Planning, LLC Position: Managing Member of LLC used as DBA name for advisory and insurance service offerings. Insurance Agent Nature: Fixed insurance: term life, disability, home, auto, commercial and long-term care. Investment Related: No Hours: 5 Securities Trading Hours: 3 Start Date: 11/01/2007 Address: 1790 38th Street Ste 205, Boulder CO 80301 Name: Welch Tax Services, LLC Position: Managing member offering tax preparation and consulting services. Investment Related: No No hours: 10 Securities Trading Hours: Start Date: 01/2025 Address: 1790 38th Street Ste 205, Boulder CO 80301 Name: Team Rubicon Position: Volunteer Nature: Volunteer: Team Rubicon - Membership Lead, Boulder. I contact new volunteers and train them on systems and provide guidance through the on boarding process. Additionally, I service on disaster relief teams, mostly associated with hurricanes, floods and wildfires. Investment Related: No Hours: 20 Securities Trading Hours: 10 Start Date: 06/01/2017 Address: 6171 W Century BLVD Suite 310, Los Angeles CA 90045 How Investments, LLC POSITION: Manager NATURE: lending and investments INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2007 ADDRESS: 1790 38th Street Ste 205, Boulder CO 80301 DESCRIPTION: Currently How Investments holds a business note and an investment brokerage account. VELOCIRAPTOR3PL Position: OWNER/ DIRECTOR OF SALES Investment related: No. This is a warehouse business offering storage and shipping. 10% of time per month will be spent at this company. START DATE: 5/1/2024 Name: Certified Public Accountant, CPA. Designation carrier. May offer CPA services through affiliated tax entity Welch Tax Services, LLC. 10% of time per month. Start date: 07/2025

Exams

• S66 Uniform Combined State Law Examination
  2002-01-02

Designations