Lori Welker

Lori Welker is a seasoned financial advisor and business owner with extensive experience in the financial services sector. She has held the position of Financial Advisor and Registered Representative at Independent Financial Services Firms since February 2000. This role involves providing clients with personalized financial planning, investment strategies, and insurance solutions to help them achieve their financial goals.

Professional Background

• Current Position: Financial Advisor/Business Owner at Welker & Associates.
• Experience: Lori has been active in the financial advisory field for over two decades, focusing on building long-term relationships with her clients and offering tailored financial advice.
• Previous Roles: Before her current role, she worked as a Financial Advisor and Registered Representative at Independent Financial Services Firms until January 2015, where she developed her expertise in investment and financial planning.

Education

Lori Welker is an alumna of Case Western Reserve University, where she likely gained foundational knowledge that supports her career in finance.

Online Presence

Lori maintains a professional profile on LinkedIn, which showcases her career achievements and connects her with other professionals in the industry. Her LinkedIn username is lori-welker-b45138117 .1

Overall, Lori Welker is recognized for her commitment to helping clients navigate their financial journeys effectively.