Andrew Carl Welsh

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

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

• 03/2019 → Present
  Mass Mutual Life Insurance Company
  Pender, NE
• 04/2019 → Present
  Mml Investors Services, Llc
  Pender, NE
• 08/2013 → 08/2019
  Pender Public Schools
  Pender, NE

Other Businesses

(1) Name: Pender Public Schools Inv rel: N Add: 609 Whitney St. Pender, NE 68047 Nature: Sports Official Position: Head Coach Start date: 11/13/2023 No. HR/MO: 80 No. HR/MO dur trading: 0 Describe duties: Develop, implement, and monitor a high school basketball program. Provide coaching at practice and games. (2) Name: Welsh Financial Inv Rel: Y Add: 414 Main Street, Pender, NE 68047 Nature: Outside Insurance Sales Position: Insurance Broker Start Date: 12/15/2025 No. Hr/Mo: 1 No. Hr/Mo During Sec Trading: 1 Duties: Life, Disability, Long-term care, Fixed annuities & Health.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-26
• S63 Uniform Securities Agent State Law Examination
  2019-05-17

Other Names

• Andy Welsh
• Andrew Welsh