Robert John Welsch

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

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

• 12/2008 → 09/2016
  The Retirement Group, Llc
  San Diego, CA
• 02/2011 → 11/2023
  Fsc Securities
  Chicago, IL
• 03/2023 → Present
  Robert Welsch Family Estate Support
  Dundee, IL
• 11/2023 → Present
  Osaic Wealth, Inc.
  Dundee, IL

Previous Registrations

• 2016-05-11 → 2023-11-03
  Fsc Securities Corporation
  Atlanta, GA
  Dundee, IL
• 2008-12-03 → 2017-02-22
  The Retirement Group, Llc
  Chicago, IL
• 2006-10-23 → 2008-12-31
  The Retirement Group
  Chicago, IL
• 2008-10-10 → 2008-12-02
  Ssn Advisory, Inc.
  Chicago, IL

Other Businesses

1. RETIRESOURCE POSITION: Investment Advisor Representative NATURE: RetireSource is a marketing name and Service Mark identifying retirement, investment and advisory services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 09/28/2016 ADDRESS: 19N590 Lundstrom Lane, Dundee IL 60641, United States DESCRIPTION: Provide asset management, retirementand asset allocation services for clients based on their personal investment objectives, risk tolerance and time horizon, including objectives monitoring and periodic rebalancing. 2. R.J. WELSCH & ASSOCIATES POSITION: Owner - NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 40 START DATE: 06/01/1990 ADDRESS: 19N590 Lundstrom Lane, Dundee IL 60118, United States DESCRIPTION: Sales and support of fixed insurance product, including but not limited to, group and individual health, life, disability, vision, dental, long term care and senior products. 3. PATHWAYS FINANCIAL GROUP LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2020 ADDRESS: 5659 W Michigan, Kalamazoo MI 49009, United States DESCRIPTION: Financial advisory 4. ROBERT WELSCH FAMILY ESTATE SUPPORT POSITION: Consultant NATURE: Sole Proprietor/Consultant INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 03/28/2023 ADDRESS: 19N590 Lundstrom Ln, Dundee IL 60118, United States DESCRIPTION: Providing consulting services to our family estate to assist the executor by facilitating outside tax, legal and real estate professionals in the winding down of the entities of the my father-in-law's estate.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-04-03
• S63 Uniform Securities Agent State Law Examination
  1992-04-20

Other Names

• Robert John Jr Welsch