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RIA / WealthAdvisorCertified Financial Planner11 years in industry

LISA ANN COWAN

Advisor at WELCH FINANCIAL PLANNING, LLC

BOULDER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f79506b0-8e8d-90ff-89b0-7dfaad293d9d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 4, 2019 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 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: May 14, 2015
First registration: Feb 4, 2019
Dual registered: no
IAPD individual key: 6436929

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 27, 2024	n/a	yes	BOULDER, CO	Current employment
WEALTHPLAN PARTNERS	Independent wealth	Jan 30, 2020	Mar 1, 2024	no	OMAHA, NE\|Boulder, CO	Previous registration
WEALTHPLAN PARTNERS	Former SEC adviser	Jul 23, 2019	Jul 10, 2020	no	Boulder, CO	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Feb 4, 2019	Jul 10, 2019	no	Superior, 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 27, 2024	-3	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 23, 2019	13	Firm change	Ibd to RIA

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 23, 2019	SUPERIOR, CO	Firm change

Relationships

Registered with (4)

→ WELCH FINANCIAL PLANNING, LLCRegistered adviserregistration: current employment
Feb 27, 2024 to presentfactForm ADV
→ WEALTHPLAN PARTNERSRegistered adviserregistration: previous registration
Jan 30, 2020 to Mar 1, 2024factForm ADV
→ WEALTHPLAN PARTNERSRegistered adviserregistration: previous registration
Jul 23, 2019 to Jul 10, 2020factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Feb 4, 2019 to Jul 10, 2019factForm ADV

Dated events

Occurred
Mar 1, 2024
Advisor changed firm
Lisa Ann Cowan left Wealthplan Partners for Welch Financial Planning, Llc (registered 2024-02-27)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f79506b0-8e8d-90ff-89b0-7dfaad293d9d
First observed: Feb 4, 2019
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LISA ANN COWAN

Advisor at WELCH FINANCIAL PLANNING, LLC

BOULDER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f79506b0-8e8d-90ff-89b0-7dfaad293d9d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:43 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

WELCH FINANCIAL PLANNING, LLC

Independent wealth

Feb 27, 2024

n/a

yes

BOULDER, CO

Current employment

WEALTHPLAN PARTNERS

Independent wealth

Jan 30, 2020

Mar 1, 2024

OMAHA, NE|Boulder, CO

Previous registration

WEALTHPLAN PARTNERS

Former SEC adviser

Jul 23, 2019

Jul 10, 2020

Boulder, CO

Previous registration

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Bd affiliated wealth

Feb 4, 2019

Jul 10, 2019

Superior, CO

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WEALTHPLAN PARTNERS

WELCH FINANCIAL PLANNING, LLC

Mar 1, 2024

Feb 27, 2024

-3

Firm change

RIA to new firm

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 23, 2019

Firm change

Ibd to RIA

Team

Left

Joined

From

Kind

134139:158935:CO:2019-07-10

Jul 10, 2019

Jul 23, 2019

SUPERIOR, CO

Firm change