Jeffery Daniel Welch
Advisor at Cetera — West Plains, MO
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
10 years
Location
West Plains, MO 65775
Cetera
Institution
Jeffery Welch is a financial advisor at Cetera with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Avantax Investment Services and 1st Global Advisors. Welch is also an attorney providing estate and business planning services through his law practice, WELCH, PLLC, and serves as an owner of Welch, Couch & Company, PA, a CPA firm offering tax and accounting services. Additionally, he serves as an advisory board director for West Plains Bank & Trust Company. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a broad range of portfolio management and financial planning services through a nationwide network of independent advisors.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
West Plains, MO
1386 Bill Virdon Blvd.
West Plains MO 65775
Advisors at this office
1
Arkansas · Missouri · Texas
10 years of industry experience
Cetera
2025 - Present • 1 year
Schaumburg, IL
Cetera Wealth Services, LLC
2025 - Present • 1 year
Batesville, AR
Avantax Investment Services, Inc.
2019 - 2025 • 6 years
West Plains, MO
Avantax Advisory Services
2019 - 2025 • 6 years
West Plains, MO
Avantax Insurance Services, Inc.
2018 - 2025 • 7 years
West Plains, MO
1st Global Advisors, Inc.
2016 - 2019 • 3 years
West Plains, MO
1st Global Capital Corp.
2016 - 2019 • 3 years
West Plains, MO
Welch, Couch & Company, PA
2009 - Present • 17 years
West Plains, MO
Welch, Couch & Company, PA
2009 - 2022 • 13 years
Batesville, AR
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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