Robert Kent Welsh

Current Employers

Employment History

• 11/2017 → 03/2020
  Transamerica Financial Advisors, Inc
  Gunnison, CO
• 01/2017 → 03/2020
  World Financial Group, Inc.
  Gunnison, CO
• 01/2017 → 02/2020
  Cpa Solutions, Llc
  Glenwood Springs, CO
• 09/2001 → 12/2017
  R Kent Welsh Cpa
  Blacksburg, VA
• 02/2020 → Present
  Butters Hollis & Associates
  Eagle, CO
• 05/2020 → 09/2025
  Avantax Investment Services, Inc.
  Eagle, CO
• 05/2020 → 09/2025
  Avantax Advisory Services
  Eagle, CO
• 04/2020 → 09/2025
  Avantax Insurance Agency, Llc
  Eagle, CO
• 09/2020 → Present
  Brush Creek Financial Planning, Llc
  Eagle, CO
• 02/2020 → Present
  Hollis & Associates
  Eagle, CO
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Eagle, CO
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-05-13 → 2025-09-05
  Avantax Advisory Services
  Eagle, CO
  Eagle, CO
  Dallas, TX
• 2017-11-03 → 2020-05-14
  Transamerica Financial Advisors, Llc
  Gunnison, CO
• 2005-01-10 → 2008-02-12
  Avantax Advisory Services
  Blacksburg, VA

Other Businesses

1)Butters Hollis and Associates, LLC~'NIR'~113 E. Fourth Street~Eagle~CO~81631~Accounting Services/Tax Preparation~Employee~2/11/2020~140hrs~110hrs~My activities are focused on tax preparation and tax return review for individuals, business entities and non-profit organizations. 2) BRUSH CREEK FINANCIAL PLANNING, LLC; POSITION: Member NATURE: LLC formed to provide administrative, operational and marketing support to 2 Avantax RRs/IARs. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 09/20/2020 ADDRESS: PO Box 3184, Eagle CO 81631, United States DESCRIPTION: Meeting with clients, Marketing financial planning services, Business Management, Client Financial Planning, Client Investment Planning. 3) HOLLIS & ASSOCIATES; POSITION: part-time tax preparer NATURE: Public accounting firm, owned by an Enrolled Agent, providing: tax preparation services to individuals, corporations, partnerships, trusts; Payroll preparation and reporting services to small businesses; tax consulting; QuickBooks consulting; INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 02/15/2020; ADDRESS: 330 Broadway , Suite D, PO Box 1989, Eagle CO 81631, United States DESCRIPTION: ; Prepare corporation, partnership, trust & individual federal and state income tax returns; Individual and business tax consulting; On behalf of clients. Answer tax notices from the IRS & sate tax departments. 4) KENT WELSH, CPA; POSITION: Sole Proprietor NATURE: Public Accounting Services to include: Tax preparation Tax & Financial Planning Bookkeeping/write-up services Business Advisory Services, Small business/individual financial reporting; INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 07/01/2022; ADDRESS: 960 Chambers Ave, A201, Eagle CO 81631, United States; DESCRIPTION: I will personally perform the services listed above/below; Tax preparation, Tax & Financial Planning, Bookkeeping/write-up services, Business Advisory Services, Small business/individual financial reporting 5)EAGLE COMMUNITY GARDENS POSITION: Treasurer NATURE: Eagle Community Gardens attempts to build community by increasing and enhancing community gardening. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2022 ADDRESS: PO Box 5462, A201, Eagle CO 81631, United States DESCRIPTION: Deposit member feesPrepare checks to vendorsMaintain general ledger on QuickBooks Online 6) Chambers Professional Center Condo Association; Treasurer; Treasurer of a small, commercial Common Interest Realty Association wherein my office is located.  there are approximately 15 office condos in the association.; NIR; 1; 0; 03/19/2025; 960 Chambers Ave Eagle CO 81631; 1) review financial statements that are prepared by outside bookkeeper 2) assist President with various repair and operating decisions 3) sign checks when president is not available

Exams

• S66 Uniform Combined State Law Examination
  2018-02-14

Designations

Other Names

• Robert Kent Welsh