Brookes Welc has been Vice President of Bright Financial Advisors since January 2021, is a control person of the firm and directly owns between 10% and 25% of it.
Bright Financial Advisors, Inc. is a Portage, MI firm with $725M under management, 665 clients and 2 advisers in one office, as of its January 2026 filing.
- – present · 12 yearsPortage, MI · Adviser representative · Firm CRD 107931
Investment adviser representative registrations
Brookes Welc is registered as an investment adviser representative in Michigan, since June 2014.
- MichiganSince 12 June 2014
Examinations
No examinations are on Brookes Welc’s record.
- Full name
- Brookes Lauren Welc
- CRD
- 6343101
- Firm
- Bright Financial Advisors · CRD 107931
- Role
- Vice President
- Office
- 450 W. CENTRE AVENUE, SUITE C, Portage, MI 49024
- Registration
- Investment adviser registration
- In the industry since
- June 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Brookes Welc work?
Brookes Welc has been Vice President of Bright Financial Advisors, Inc. since January 2021, and is a control person of the firm.
Is Brookes Welc a financial advisor?
Yes. Brookes Welc has a current investment-adviser registration in Michigan, through Bright Financial Advisors since June 2014.
How many years of experience does Brookes Welc have?
Brookes Welc has 12 years in the financial industry, since June 2014, across 1 adviser firm.
Where is Brookes Welc based?
Brookes Welc’s registered office is in Portage, MI.
Is Brookes Welc registered with FINRA?
No. Brookes Welc has no current broker registration.
How can I verify Brookes Welc’s record?
Search CRD 6343101 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brookes Welc’s full registration record.
