Best Investors Account Sign in
Inactive

Taylor Michael Welz

Dkm Wealth Management, Inc.

Stockton, CA

Claim This Profile
Current Employers
Dkm Wealth Management, Inc.

10100 Trinity Parkway Suite 450, Stockton, CA 95219 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-11
TX RA APPROVED 2022-06-24
  • CA RA
    APPROVED
    Since 2026-08-11
  • TX RA
    APPROVED
    Since 2022-06-24

Branch Locations

10100 Trinity Parkway Suite 450, Stockton, CA 95219 • 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
Welz Financial Services, Inc. Stockton CA 07/2007 12/2018
Litman Gregory Asset Management, Llc Walnut Creek CA 01/2019 06/2022
Lg Asset Management Stockton CA 01/2019 06/2022
Dkm Wealth Management, Inc. Stockton CA 06/2022 Present
  • 07/2007 → 12/2018
    Welz Financial Services, Inc.
    Stockton, CA
  • 01/2019 → 06/2022
    Litman Gregory Asset Management, Llc
    Walnut Creek, CA
  • 01/2019 → 06/2022
    Lg Asset Management
    Stockton, CA
  • 06/2022 → Present
    Dkm Wealth Management, Inc.
    Stockton, CA
Previous Registrations
  • 2019-01-29 → 2022-06-30
    Litman Gregory Wealth Management, Llc
    Paris
  • 2007-07-24 → 2019-01-16
    Welz Financial Services, Inc.
    Stockton, CA
  • 1997-07-08 → 2007-10-30
    Bowman & Company, Llp
    Stockton, CA
Designations
Other Names
  • Taylor Welz
  • Mike Welz

View on SEC IAPD

Other Firms

EAGLE STRATEGIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
FINDEC WEALTH SERVICES, INC.
EQUITABLE ADVISORS, LLC

Other Investors

JOHN PHILLIP MAROULIS
EDUARDO ANGEL PETER ZEITER
Craig R Massei
THOMAS KENNETH WINKLER
BLAIR ANTHONY HAKE
BARBARA MARGARET MOORE
LARRY JOHN SWANSON
Michael Powell

Other Offices

EAGLE STRATEGIES LLC · STOCKTON, CA
AMERIPRISE FINANCIAL SERVICES, LLC · STOCKTON, CA
OSAIC WEALTH, INC. · STOCKTON, CA
LPL FINANCIAL LLC · STOCKTON, CA
PNC WEALTH MANAGEMENT LLC · STOCKTON, CA
TRANSAMERICA FINANCIAL ADVISORS, LLC · STOCKTON, CA
FINDEC WEALTH SERVICES, INC. · STOCKTON, CA
LPL FINANCIAL LLC · STOCKTON, CA

More in Stockton, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor