Ryley Cowan has been an investment adviser representative at Welch Financial Planning since June 2026, and is not listed among the firm’s executive officers or direct owners. Ryley Cowan holds a B.S. in Retail and Consumer Sciences from The University of Arizona.
Welch Financial Planning, LLC is a Boulder, CO firm with $198M under management, 157 clients and 2 advisers in one office, as of its June 2026 filing.
Ryley Cowan is Associate Financial Advisor of Welch Financial Planning, LLC. She handles new client onboarding, tax preparation, estate planning coordination, and day-to-day client services. She has a background in marketing, sales, and business development.
- – present · under a yearBoulder, CO · Adviser representative · Firm CRD 329418
Investment adviser representative registrations
Ryley Cowan is registered as an investment adviser representative in Colorado, since June 2026.
- ColoradoSince 22 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 June 2026 |
| SIE | Securities Industry Essentials Examination | 6 March 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Ryley Ann Cowan
- CRD
- 7112148
- Firm
- Welch Financial Planning · CRD 329418
- Office
- 1790 38TH ST, STE. 205, Boulder, CO 80301-2600
- Registration
- Investment adviser registration
- In the industry since
- June 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- welchfp.com
Where does Ryley Cowan work?
Ryley Cowan is an investment adviser representative registered through Welch Financial Planning, LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Ryley Cowan a financial advisor?
Yes. Ryley Cowan has a current investment-adviser registration in Colorado, through Welch Financial Planning since June 2026.
How many years of experience does Ryley Cowan have?
Ryley Cowan has 0 years in the financial industry, since June 2026, across 1 adviser firm.
What exams has Ryley Cowan passed?
Ryley Cowan has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in March 2026.
Where is Ryley Cowan based?
Ryley Cowan’s registered office is in Boulder, CO.
Is Ryley Cowan registered with FINRA?
No. Ryley Cowan has no current broker registration.
How can I verify Ryley Cowan’s record?
Search CRD 7112148 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryley Cowan’s full registration record.
