WWK Investments, Inc.


In 1997, Daniel Welch, Jason Welch and Amy (Welch) Kelley began WWK Investments, Inc.  They had followed in their father’s footsteps who ran his own broker/dealer from 1974-1996.  Today, Daniel and Jason own and operate both the broker/dealer and a Registered Investment Advisory firm, WWK Advisors, LLC.  Together, Daniel and Jason have more than 50 years of investment experience.

Collectively, the two affiliated firms, WWK Investments and WWK Advisors, currently manage over a half a billion dollars* for more than 700 individual clients and 30 organizations.  We specialize in developing and maintaining retirement and college planning for organizations and high net worth individuals.

* Assets as of December 31, 2019

Important Disclosures

Securities offered through WWK Investments, Inc. Member FINRA/SIPC 

Client Relationship Summary (CRS)


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