Ian Welsh supports the TruPlan team with a variety of operational and client service responsibilities, including opening and funding accounts, preparing client paperwork and assisting with day-to-day client needs. He also contributes to the financial planning process by preparing tax returns and helping incorporate tax analysis into clients’ financial plans.
Ian earned his Bachelor of Science in Business from the University of Minnesota’s Carlson School of Management, majoring in Finance with a minor in Accounting. He is currently studying to obtain his registrations to become a registered financial professional and is passionate about continuing to grow his career in the financial industry.
Outside of work, Ian enjoys spending time with friends and family, staying active, and keeping up with sports. He also enjoys exploring new places and making the most of time outdoors whenever he can.
*Non-Registered Associated Person with Cetera Wealth Services, LLC, member FINRA/SIPC.