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Anthony Welle profile image

Anthony Welle

Financial Planning Specialist at Vector Wealth Management
Intro Book
Financial professional with experience in financial planning, banking, and investment analysis.
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Location
Greater Minneapolis-St. Paul Area, US
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Bio

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Anthony Welle is a seasoned financial professional with experience in financial planning, banking, and investment analysis. He holds a Bachelor's degree in Finance and Financial Management Services from North Dakota State University and has certifications in Bloomberg Market Concepts. Welle has worked as a Financial Planning Specialist, Client Service Representative, Bank Teller, and Analyst, delivering financial expertise and guidance to clients and organizations.

Credentials

  • Bloomberg Market Concepts
    Bloomberg LP
    Nov, 2017
    - Apr, 2026

Experience

  • Vector Wealth Management
    • Financial Planning Specialist
      • Dec 2022 - Present

  • BerganKDV
    • United States
    • Business Consulting and Services
    • 500 - 600 Employee
    • Financial Planning Specialist
      • Jul 2021 - Dec 2022

    • Client Service Representative
      • Jun 2019 - Jul 2021

  • Bell Bank
    • Fargo, North Dakota
    • Bank Teller
      • Jul 2018 - May 2019
      • Fargo, North Dakota

  • NDSU College of Business
    • Fargo, North Dakota Area
    • Analyst | Bison Investment Fund
      • Nov 2017 - May 2019
      • Fargo, North Dakota Area

  • Central Lakes Landscape & Construction
    • Grey Eagle, Minnesota
    • Laborer
      • Jun 2014 - Aug 2017
      • Grey Eagle, Minnesota

      Summers

Education

  • 2015 - 2019
    North Dakota State University
    Bachelor's degree, Finance and Financial Management Services
  • 2011 - 2015
    Melrose Area High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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