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Brett Patrick Welch

Investment Adviser Representative at OSAIC WEALTH, INC.

West Salem, WICRD #2313720Investment Adviser Rep
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
33 yrs
States Registered
3 states
Exams Passed
4

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 3 states
FloridaMinnesotaWisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/25/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 4/7/1993
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 4/7/1993

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $5,500

Firm-stated minimum; may be waived at the firm's discretion.

Source

Osaic Wealth, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

OSAIC WEALTH, INC.Current
3/18/2025West Salem, WI
SECURITIES AMERICA, INC.
11/9/20166/14/2024West Salem, WI
CETERA ADVISOR NETWORKS LLC
4/15/201011/16/2016Lacrosse, WI
AMERITAS INVESTMENT CORP.
7/12/20064/19/2010West Salem, WI
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
4/8/19936/29/2006La Crosse, WI

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brett Patrick Welch has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Brett Patrick Welch - Financial Advisor in West Salem, WI | AdvisorFinder