Blake Welch

Employer firm

Arete Financial Solutions, LLC CRD 314310

$18.9M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 04/2020 → 07/2021
  Securities America, Inc.
  Goodyear, AZ
• 07/2021 → 02/2022
  Securities America, Inc.
  Goodyear, AZ
• 06/2018 → 07/2020
  Cash 1, Llc
  Phoenix, AZ
• 03/2018 → 06/2018
  Powers & Neal
  Scottsdale, AZ
• 08/2015 → 04/2018
  Best Buy
  Goodyear, AZ
• 01/2017 → 03/2018
  Pincus & Associates, Pc
  Tempe, AZ
• 03/2022 → 10/2023
  Mutual Of Omaha Investor Services
  Phoenix, AZ
• 03/2022 → 10/2023
  Mutual Of Omaha Insurance Company
  Phoenix, AZ
• 11/2023 → Present
  Arete Financial Solutions, Llc
  Goodyear, AZ

Previous Registrations

• 2022-08-01 → 2023-10-26
  Mutual Of Omaha Investor Services, Inc.
  Phoenix, AZ

Other Businesses

Bouncer at The Womack; Work hourly, non-commission based; Not Investment Related; 5749 N 7th St, Phoenix, AZ 85014; 13 hours per week outside of trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2022-07-22

Other Names

• Blake Evan Welch