Marcus Welnel has been an investment adviser representative at SGL Investment Advisors since February 2024, and is not listed among the firm’s executive officers or direct owners.
SGL Investment Advisors, Inc. is a Missoula, MT firm with $440M under management, 883 clients and 6 advisers in one office, as of its September 2026 filing.
Marcus Welnel’s longest registration is the current one, 2 years at SGL Investment Advisors since 2024. Before joining SGL Investment Advisors in 2024, Marcus Welnel was registered through Park Avenue Securities LLC.
- S.G. Long & CompanyAlso current– present · 2 yearsMissoula, MT · Adviser representative · Firm CRD 47511
- – present · 2 yearsMissoula, MT · Adviser representative · Firm CRD 145167
- Park Avenue Securities LLC– · under a yearMissoula, MT · Adviser representative · Firm CRD 46173
Investment adviser representative registrations
Marcus Welnel is registered as an investment adviser representative in 3 states. The first approvals date from February 2024; the most recent is Texas, in February 2025.
- MontanaSince 15 February 2024
- TexasSince 28 February 2025
- WashingtonSince 12 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 11 October 2023 |
| Series 7TO | General Securities Representative Examination | 3 October 2023 |
| SIE | Securities Industry Essentials Examination | 24 May 2023 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Marcus John Welnel
- CRD
- 7741521
- Firm
- SGL Investment Advisors · CRD 145167
- Office
- 283 W. FRONT STREET SUITE 302, Missoula, MT 59802-4328
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2023
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Marcus Welnel work?
Marcus Welnel is an investment adviser representative registered through SGL Investment Advisors, Inc. since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Marcus Welnel a financial advisor?
Yes. Marcus Welnel has a current investment-adviser registration in Montana, Texas and Washington, through SGL Investment Advisors since February 2024.
How many years of experience does Marcus Welnel have?
Marcus Welnel has 3 years in the financial industry, since October 2023, across 3 adviser firms.
What exams has Marcus Welnel passed?
Marcus Welnel has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in May 2023.
Where is Marcus Welnel based?
Marcus Welnel’s registered office is in Missoula, MT.
Is Marcus Welnel registered with FINRA?
Yes. Marcus Welnel has a current broker registration, under CRD 7741521.
Source: FINRA BrokerCheck
How can I verify Marcus Welnel’s record?
Search CRD 7741521 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Marcus Welnel’s full registration record.
