Brett Patrick Welch

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

• 06/2006 → Present
  Coulee Country Financial Services
  West Salem, WI
• 01/2013 → 11/2016
  Cetera Advisor Networks Llc
  El Segundo, CA
• 11/2016 → 06/2024
  Securities America, Inc.
  West Salem, WI
• 06/2024 → Present
  Osaic Wealth, Inc.
  West Salem, WI

Other Businesses

1. EVERYBODY BIKES UA POSITION: Treasurer NATURE: Non-profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/09/2024 ADDRESS: 1355 Caledonia St, La Crosse WI 54603, United States DESCRIPTION: We provide bicycles to the under-resourced in the city of La Crosse, WI by referral from a government entity such as the police department, social services or the like. I am taking over the bookkeeping. 2. COULEE COUNTRY FINANCIAL SERVICES LLC POSITION: Agent NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/26/2016 ADDRESS: 114 Leonard St N, West Salem WI 54669, United States DESCRIPTION: Insurance sales 3. UPPER MISSISSIPPI ISAAC WALTON LEAGUE POSITION: Treasurer NATURE: 501c3 Non profit organization INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/09/2024 ADDRESS: 114 Leonard St N, West Salem WI 54669, United States DESCRIPTION: I will be doing the bookkeeping for our chapter. This includes some banking for chapter funds. We have 3 officers on the banking account. There is a Treasurer's report that I provide that will show all transactions and be reviewed by the board as well as the membership at large.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-25
• S63 Uniform Securities Agent State Law Examination
  1993-04-07