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Current Employers
Welch Financial Planning, Llc

1790 38Th St Ste. 205, Boulder, CO 80301-2600 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-06-22
  • CO RA
    APPROVED
    Since 2026-06-22

Branch Locations

1790 38Th St Ste. 205, Boulder, CO 80301-2600 • United States

1790 38Th St Ste. 205, Boulder, CO 80301-2600 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Welch Financial Planning, Llc Boulder CO 02/2023 Present
Castle Real Estate Group - Powered By Place Denver CO 05/2022 01/2023
University Of Arizona Tucson AZ 08/2018 05/2022
Student Scottsdale AZ 03/2011 08/2018
  • 02/2023 → Present
    Boulder, CO
  • 05/2022 → 01/2023
    Castle Real Estate Group - Powered By Place
    Denver, CO
  • 08/2018 → 05/2022
    University Of Arizona
    Tucson, AZ
  • 03/2011 → 08/2018
    Student
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-22
  • S65 Uniform Investment Adviser Law Examination
    2026-06-22
Other Names
  • Ryley Cowan

View on SEC IAPD

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