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RIA / WealthAdvisorCertified Financial Planner24 years in industry

TRON DAVID WELCH

Advisor at WELCH FINANCIAL PLANNING, LLC

BOULDER, CO

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Search this name across graphsid dfx:ria:cf3616b7-61d7-e6f0-6bbd-aa4d7113671a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 11, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELCH FINANCIAL PLANNING, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 2, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jan 2, 2002
First registration: Jan 11, 2002
Dual registered: no
IAPD individual key: 4485276

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELCH FINANCIAL PLANNING, LLC	Independent wealth	Feb 29, 2024	n/a	yes	BOULDER, CO\|BOULDER, CO	Current employment
WEALTHPLAN PARTNERS	Independent wealth	Jan 30, 2020	Mar 1, 2024	no	Boulder, CO\|OMAHA, NE	Previous registration
WEALTHPLAN PARTNERS	Former SEC adviser	Jul 1, 2019	Jul 10, 2020	no	Boulder, CO	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Oct 12, 2007	Jul 10, 2019	no	BOULDER, CO	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Apr 23, 2004	Oct 18, 2007	no	LAKEWOOD, CO\|LAKEWOOD, CO	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jan 11, 2002	May 17, 2004	no	DENVER, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WEALTHPLAN PARTNERS	WELCH FINANCIAL PLANNING, LLC	Mar 1, 2024	Feb 29, 2024	-1	Firm change	RIA to new firm
WEALTHPLAN PARTNERS	WEALTHPLAN PARTNERS	Jul 10, 2020	Jan 30, 2020	-162	Bulk transfer	RIA to RIA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	WEALTHPLAN PARTNERS	Jul 10, 2019	Jul 1, 2019	-9	Firm change	Ibd to RIA
VALIC FINANCIAL ADVISORS, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Oct 18, 2007	Oct 12, 2007	-6	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	VALIC FINANCIAL ADVISORS, INC.	May 17, 2004	Apr 23, 2004	-24	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
134139:158935:CO:2019-07-10	Jul 10, 2019	Jul 1, 2019	BOULDER, CO	Firm change

Relationships

Registered with (6)

→ WELCH FINANCIAL PLANNING, LLCRegistered adviserregistration: current employment
Feb 29, 2024 to presentfactForm ADV
→ WEALTHPLAN PARTNERSRegistered adviserregistration: previous registration
Jan 30, 2020 to Mar 1, 2024factForm ADV
→ WEALTHPLAN PARTNERSRegistered adviserregistration: previous registration
Jul 1, 2019 to Jul 10, 2020factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Oct 12, 2007 to Jul 10, 2019factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Apr 23, 2004 to Oct 18, 2007factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 11, 2002 to May 17, 2004factForm ADV

Dated events

Occurred
Mar 1, 2024
Advisor changed firm
Tron David Welch left Wealthplan Partners for Welch Financial Planning, Llc (registered 2024-02-29)
Form ADVobserved 3 days ago