Dan Welp joined Welp Financial Services in 2000 and serves as the CFO, partnering with his brother to provide tailored retirement planning for individuals nearing or in retirement. He is committed to a client-first approach and upholding the fiduciary standard while managing accounts or making recommendations on qualified retirement assets. He implements retirement savings plans that are unique to each client’s circumstances. Dan excels at educating clients on the broader financial landscape, retirement planning strategies, and the importance of long-term care considerations. He also assists farm families with legacy and beneficiary planning.
Dan is an Investment Advisor Representative with FINRA Series 7 and 65 licenses. He is heavily involved with his community, including work with the Junior Chamber of Commerce (Jaycees), and charitable work with the Knights of Columbus and the St. Peter Ambassadors. He loves spending time with his family and enjoys hunting, golf, and ice fishing.
Welp Financial Services was founded in 1988 by Steve Welp and naturally evolved into a family business. Dan, along with his brother, Jeff, continue the great work started by their dad. Welp Financial Services has a mission of guiding clients toward a more fulfilling retirement and strongly believes that the right guidance fosters confidence, financial preparedness, and a greater appreciation for savings. The long-lasting relationships created by Dan and Jeff with their clients is proof that the value of trust and friendship started by their dad remains strong today.
Chief Financial Officer | Wealth Planner
Daniel Welp is an investment advisor representative of, and securities and advisory services are offered through USA Financial Securities, Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. Also, Jeff Welp is a registered non-solicitor of USA Financial Securities. Welp Financial Services is not affiliated with USA Financial Securities.
