Ian Welsh

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 09/2025 → Present
  Truplan Financial Advisors
  Plymouth, MN
• 06/2023 → 08/2025
  Ultimus Leverpoint Fund Solutions
  Minneapolis Tribune, MN
• 11/2022 → 08/2023
  University Of Minnesota St. Anthony Laboratory
  Minneapolis, MN
• 01/2022 → 03/2022
  Lowe's
  Bozeman, MT
• 06/2022 → 09/2022
  Anderson Windows
  Bayport, MN
• 06/2021 → 08/2021
  Anderson Windows
  Bayport, MN
• 02/2020 → 08/2020
  Paradise Car Wash
  Woodbury, MN
• 06/2017 → 07/2019
  Boutwells Landing Senior Living Center
  Stillwater, MN
• 09/2016 → 05/2020
  Hill-Murray High School
  Maplewood, MN
• 08/2020 → 05/2021
  Montana State University
  Bozeman, MT
• 09/2021 → 12/2021
  Montana State University
  Bozeman, MT
• 09/2022 → 11/2022
  Unemployed
  St. Paul, MN
• 12/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: TRUPLAN FINANCIAL ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 9/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE OPERATIONAL DUTIES FOR SERVICING OUR CLIENTS WHICH INCLUDES SETTING UP BANK ACCOUNTS, BENEFICIARIES, AND HELPING WITH 401(K) ROLLOVERS;

Exams

• S66 Uniform Combined State Law Examination
  2026-07-31