Ian Rodger Welham
Investment Adviser Representative at Coppell Advisory Solutions LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Ian Rodger Welham is an investment adviser representative with Coppell Advisory Solutions LLC in Springfield, NJ, where they have been registered since 2023. They have worked in the securities industry since 2011 and have been registered with 5 firms, including Trifound Advisory LLC and CITY Center Advisors, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in New Jersey.
Registrations & licenses
- Investment adviser:
- New Jersey
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- SAGE Financial NJ LLCOct 2009 – no end date reportedWestfield, NJ
- Brookstone CM LLCJul 2014 – Oct 2018Wheaton, IL
- Haydenrock Solutions LLCMar 2016 – Dec 2021Marlton, NJ
- Complete College Planning Solutions LLCOct 2009 – Dec 2017Springfiled, NJ
- City Center Advisors, LLCFeb 2019 – Jul 2022Springfiled, NJ
- Trifound Advisory LCCMay 2022 – Nov 2022Springfield, NJ
- Elite Corporate Holdings LLCJan 2022 – no end date reportedSan Diego, CA
- Coppell Advisory SolutionsJul 2023 – no end date reportedCoppell, TX
- LW ConnectionsJan 2022 – no end date reportedGarwood, NJ
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Coppell Advisory Solutions LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $5,000 (waivable)
- First $500,0002.00%
- Next $500,0001.75%
- Next $1,500,0001.50%
- Over $2,500,000—
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Simplified technology, asset management, and ops support for financial advisors, including streamlined account opening, multi-custodial capabilities, transparent pricing and payouts, portfolio solutions with proprietary models and alternative investments, investment research and consulting, ongoing education and training, and succession/sale facilitation.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 85
- Offices listed on AdvisorFinder:
- 20
- Main office:
- Dallas, TX
- SEC file number:
- 801-72171
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 25, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ian Rodger Welham 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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