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Drew W

Series 66

Columbia, SC

Cetera

Drew Welp is a financial advisor with Cetera in Columbia, SC, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Edward Jones, Avantax Investment Services, and his own entity, Drew W Welp LLC. Outside of advisory work, he serves as treasurer and comptroller for the Kappa Sigma Housing Corporation, managing financial responsibilities for the fraternity housing. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a wide range of investment strategies and program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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