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Gilford Welch

Advisor at Blackridge Asset Management, LLC

Updated today

Firm

Blackridge Asset Management, LLC

Location

San Antonio, TX 78216

Credentials

Series 63, Series 65

Industry experience

< 1 year

About

Gilford Welch is an advisor at Blackridge Asset Management, LLC with Series 63 and Series 65 credentials. He has held various roles across industries including construction, technical solutions, and military service with the Texas State Guard. Welch began his advisory career most recently at Cook Financial Group. Blackridge Asset Management provides personalized financial planning and asset management services to individuals, high-net-worth clients, pension plans, trusts, and small businesses. The firm employs a client-driven investment process utilizing model portfolios and third-party managers, offering both discretionary and non-discretionary account management.

Client services

Based on Blackridge Asset Management, LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Blackridge Asset Management, LLC

Wealth management

Occupation focus

Based on Blackridge Asset Management, LLC

Founder/Business Owner

Fee options

Fixed

IARs may charge retainer fees for financial planning, consulting and/or asset management services; terms stated in client agreement

Commissions

Some IARs may be dually registered as Registered Representatives and receive commissions on securities and insurance products; BAM does not share in these commissions

Other

Account minimum: $150,000 standard minimum for multiple manager portfolio accounts; $100,000 for TPMM strategies; $25,000 for Advisor as Portfolio Manager Programs; BAM may accept accounts below these thresholds at its discretion Minimum fee: Minimum account fees expressed in annual amounts, assessed quarterly (e.g., $100 minimum annual fee assessed as $25 per quarter) Fee-only: Primarily a fee-only investment advisory firm; advisory fees charged as percentage of assets under management, varying by asset level and investment style

Location

401 Isom Rd Suite 205

San Antonio, TX 78216

Most active in

Texas

Work history

Cook Financial Group

2025 - Present (1 year)

Hogan Technical Solutions

2024 - 2025 (1 year)

Unemployed

2024 - 2024 (1 year)

Texas State Guard

2023 - 2024 (1 year)

Welcome Home Services

2022 - 2023 (1 year)

G-Con Construction

2021 - 2021 (1 year)

Welcome Home Inspection Services

2018 - 2021 (3 years)

Builders Academy

2017 - 2017 (1 year)

A-1 Pump

2017 - 2017 (1 year)

Ryan Construction Servivces

2016 - 2017 (1 year)

Slovaceks Sausage

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John N

Series 63

San Antonio, TX

The Legacy Collaborative, Inc.

Business succession planning Charitable giving & philanthropy Wealth management Founder/Business Owner

Tess D

CFP®

San Antonio, TX

Complete View Financial LLC

Hello, I'm Tess Downing. I am the founder and lead financial advisor of Complete View Financial LLC, a fee-only financial planning firm serving individuals and families who are either retired or nearing retirement. We are retirement-focused and specialize in planning and collaborating with retirees to make the most of their financial journey. We want to partner with you in your journey by helping you set financial goals and empowering you with the financial knowledge you need for success through transparent and honest guidance. Our mission is to provide clients with peace of mind regarding their financial picture so they are able to focus on the things that matter most to them. Since our inception, we have spent numerous hours collaborating with those preparing for retirement and current retirees to better understand the true concerns, aspirations, and desires that lie ahead for late adulthood. I have been named to the Investment News list of “40 Under 40” which features the best professionals among the financial advice industry’s up-and-comers. I have also been repeatedly recognized in Northern Virginia Magazine’s list of Top Financial Advisors. I earned my Master of Business Administration degree from Texas Tech University. I also graduated magna cum laude with a Bachelor of Science in Personal Financial Planning from TTU. Before founding Complete View Financial, I worked in the fee-only financial planning and investment management industry with highly reputable firms on the East Coast. On a personal note, when I am not working with clients, I am with my family, my husband and two daughters. We have our hands full and typically have busy weekends with swim parties, ballet, family visits, and movie nights. We love to travel and are now hoping to pass on that passion to our children. When I do manage to escape for a night, I enjoy trying the best new restaurants which then necessitates being a body pump fanatic at my local gym.

Passive / index investing Established Professionals Baby Boomers (Born 1946-1964)
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Kyle M

CFP®, Series 66

San Antonio, TX

Kapela

Passive / index investing Active portfolio management
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John C

CFP®, Series 63

San Antonio, TX

Carr Consulting P.A.

Active portfolio management Options & derivatives strategies Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Founder/Business Owner
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Zachary W

Series 65

San Antonio, TX

Oakridge Financial Planning LLC

General retirement planning Income planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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Scott P

Series 63, Series 65

San Antonio, TX

Trellisent Investments

Wealth management Real estate investing Retired
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