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Brett Welch
Financial Services Representative at Securties America
Brett Welch is a seasoned financial expert with 24 years of experience in investment, insurance, and retirement planning, holding an LUTCF degree from the American College.
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Location
La Crosse, Wisconsin, United States, US
Skills
- Retirement Planning
- Estate Planning/Conservation
- Risk Management
- Retirement
- Strategic Financial Planning
- Show all
Bio
Generated by
Topline AI
Brett Welch is a seasoned financial expert with over 24 years of experience in investment and insurance services. As a Registered Representative with Securities America and Investment and Insurance Rep. with Mutual of Omaha, he has built a reputation for providing strategic financial planning, estate law, and risk management solutions to individuals and small business owners. Holding an LUTCF designation from the American College, Brett has a deep understanding of retirement planning, insurance, and investments, enabling him to deliver tailored guidance and support.
Experience
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Securties America
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700 N 3rd. St. Ste LL2, La crosse, WI 54601
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Financial Services Representative
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Nov 2016 - Present
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700 N 3rd. St. Ste LL2, La crosse, WI 54601
Investment and Insurance services.
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Registered Representative
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Nov 2016 - Present
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Coulee Country Financial Services
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West Salem, WI 54669
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Investment and Insurance Rep.
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Jun 2006 - Present
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West Salem, WI 54669
Formed Coulee Country Financial Services in 2006 to offer the best in risk management and investment opportunities. Work primarily with individuals and small business owners to give them the best life they can lead with the resources they have while helping them be prepared for lifes financial challenges.
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member
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1993 - 2017
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Investment and Insurance Rep.
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Mar 1992 - Jun 2006
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Education
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1993 - 1996American College
LUTCF, Insurance and Retirement Planning -
1980 - 1984
Northland College Ashland, WI
Bachelor's degree, Biology, General
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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