Harry Frederick Welch

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Greenville, DE
• 11/2016 → 03/2026
  Wells Fargo Clearing Services, Llc
  Greenville, DE
• 03/2026 → Present
  Wells Fargo Advisors Financial Network, Llc
  Kennett Square, PA

Previous Registrations

• 2003-07-01 → 2026-03-19
  Wells Fargo Clearing Services, Llc
  Greenville, DE
  Greenville, DE
• 1998-01-01 → 2003-07-01
  Prudential Equity Group, Llc
  Wilmington, DE

Other Businesses

WELCH GROUP, LLC; INV RELATED;KENNETT SQUARE,PA; FINET;100% OWNERSHIP; START DATE: 03/20/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING; 211 WEALTH MANAGEMENT COMPANY, LLC ; INV RELATED;KENNETT SQUARE,PA; FINET;50% OWNERSHIP; START DATE: 03/20/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-06-13
• S63 Uniform Securities Agent State Law Examination
  1997-06-06

Designations

• Certified Financial Planner

Other Names

• Harry Fred Welch
• Fred H Welch
• Harry F Welch
• Fred H Welch
• Fred Welch