Ellen L Welsh

Current Employers

Employment History

• 06/2016 → 04/2020
  Student
  Houghton, MI
• 05/2018 → 09/2018
  Portage Lake Golf Course
  Houghton, MI
• 06/2020 → 10/2022
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 06/2020 → 10/2022
  Northwestern Mutual Investment Services Llc
  Lake Elmo, MN
• 05/2019 → 08/2019
  Mercer
  Kansas City, MO
• 09/2021 → 10/2022
  Northwestern Mutual Wealth Management Company
  Lake Elmo, MN
• 11/2022 → Present
  Lpl Financial Llc
  Woodbury, MN

Other Businesses

1)10/26/2022 - Innovative Planning Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 05/08/2023 - IPG Risk Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Advisor - Start Date 04/01/2023 - 40 Hours Per Month/2 Hours During Securities Trading 3) 01/21/2025- Great Valley Advisor Group, Inc.- Registered Investment Advisor Hybrid- INV Related- At Reported Business Location(s)- Start date 11/01/2022- 180 Per Month- 8 Hours During Trading- I provide investment advisory services to Great Valley Advisor Group, Inc, an independent investment advisor firm. I started this business activity in 1/2025. I expect to spend approximately 180 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-07
• S63 Uniform Securities Agent State Law Examination
  2020-10-26

Designations

Other Names

• Ellie Welsh