Tron Welch has been Managing Member, CCO of Welch Financial Planning since November 2007, is a control person of the firm and directly owns 75% or more of it.
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.
Tron Welch is Founder and Principal of Welch Financial Planning, LLC. He has over 20 years of experience helping individuals and families make financial decisions. His work emphasizes tax reduction strategies, integrating tax planning into investment, retirement, and estate decisions. He implements the firm's proprietary 'Bucket' strategy with every household.
Tron Welch’s longest registration was 11 years at Cambridge Investment Research Advisors, Inc. (2007–2019). Before joining Welch Financial Planning in 2024, Tron Welch was registered through Wealthplan Partners and Cambridge Investment Research Advisors, Inc.
- – present · 2 yearsBoulder, CO · Adviser representative · Firm CRD 329418
- Wealthplan Partners– · 4 yearsBoulder, CO · Adviser representative · Firm CRD 305026
- Wealthplan Partners– · 1 yearBoulder, CO · Adviser representative · Firm CRD 158935
- Cambridge Investment Research Advisors, Inc.– · 11 yearsBoulder, CO · Adviser representative · Firm CRD 134139
- Valic Financial Advisors, Inc.– · 3 yearsLakewood, CO · Adviser representative · Firm CRD 42803
- American Express Financial Advisors, Inc.– · 2 yearsDenver, CO · Adviser representative · Firm CRD 6363
Professional designations
Listed by Welch Financial Planning
- Certified Financial Planner (CFP)
- Accredited Investment Fiduciary (AIF)
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Tron Welch is registered as an investment adviser representative in Colorado, since February 2024.
- ColoradoSince 29 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 10 October 2008 |
| Series 66 | Uniform Combined State Law Examination | 2 January 2002 |
| Series 7 | General Securities Representative Examination | 26 December 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Tron David Welch
- CRD
- 4485276
- Firm
- Welch Financial Planning · CRD 329418
- Role
- Managing Member, CCO
- Office
- 1790 38TH STREET, STE. 205, Boulder, CO 80301
- Registration
- Investment adviser registration
- In the industry since
- December 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- welchfp.com
Where does Tron Welch work?
Tron Welch has been Managing Member, CCO of Welch Financial Planning, LLC since November 2007, and is a control person of the firm.
Is Tron Welch a financial advisor?
Yes. Tron Welch has a current investment-adviser registration in Colorado, through Welch Financial Planning since February 2024.
How many years of experience does Tron Welch have?
Tron Welch has 24 years in the financial industry, since December 2001, across 6 adviser firms.
What exams has Tron Welch passed?
Tron Welch has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in December 2001. FINRA credited Tron Welch with the SIE, which began in October 2018.
Where did Tron Welch work before Welch Financial Planning?
Before Welch Financial Planning, Tron Welch was registered through Wealthplan Partners, July 2019 to July 2020; Cambridge Investment Research Advisors, Inc., October 2007 to July 2019; Valic Financial Advisors, Inc., April 2004 to October 2007; American Express Financial Advisors, Inc., January 2002 to May 2004.
Where is Tron Welch based?
Tron Welch’s registered office is in Boulder, CO.
Is Tron Welch registered with FINRA?
No. Tron Welch has no current broker registration.
Is Tron Welch a CFP?
Welch Financial Planning lists Tron Welch with the CFP credential (“Certified Financial Planner (CFP)”) on its website. CFP Board confirms certification status.
How can I verify Tron Welch’s record?
Search CRD 4485276 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tron Welch’s full registration record.