David Craig Welborn

Employer firm

Family Legacy Planning CRD 294277

$169M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 04/2004 → Present
  Family Legacy Planning, Inc
  Bentonville, AR
• 12/2008 → Present
  W. Properties, Llc
  Rogers, AR
• 12/2014 → 06/2019
  Rogers Pizza, Llc
  Bentonville, AR
• 04/2016 → Present
  Flp Wealth Management, Llc
  Bentonville, AR
• 05/2016 → 03/2020
  Ae Wealth Management, Llc
  Bentonville, AR

Previous Registrations

• 2016-05-03 → 2020-03-17
  Ae Wealth Management, Llc
  Bentonville, AR
  Bentonville, AR

Other Businesses

1) FAMILY LEGACY PLANNING, INC.; INVESTMENT RELATED; BENTONVILLE, AR; 04/2004-PRESENT; PRESIDENT, INSURANCE SALES AND SERVICING; 160 HOURS PER MONTH 2) W. PROPERTIES LLC; NON-INVESTMENT RELATED; ROGERS, AR; 12/2008-PRESENT; MANAGING MEMBER, ACCOUNTING FOR THE COMPANY; 5 HOURS PER MONTH 3) FLP WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; BENTONVILLE, AR; 4/2016-PRESENT; MANAGING MEMBER; INSURANCE SALES; 160 HOURS PER MONTH 4) BWS FARM, LLC - MANAGING MEMBER. 06/2024 TO PRESENT. NOT INVESTMENT RELATED. DUTIES INCLUDE MANAGING THE FARM AND GROWING CROPS. SPEND APPROXIMATELY 4 HOURS/MONTH ON THIS ACTIVITY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-16