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Our financial advice team


David Welton, Financial Advisor serving the Bentonville, AR area - Ameriprise Advisors

David Welton

Financial Advisor

Associate Franchise Consultant
Penney, Murray & Associates
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 5 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Family Finances
  • Investments
  • Retirement Income Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Charitable Giving
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

  • B.A. Business/Finance from Texas Tech University 1999

Previous experience

  • VP Finance/Operations Co-Owner GoPickle, March 2005- January 2008
  • Finance Team Leader Foxwood Group, Inc., November 2008-June 2010
  • GoPickle Signage, LLC., 2007- December 2010
  • Financial Advisor Wells Fargo, December 2010- September 2012
  • ProEquities, September 2012- September 2014

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Influencers global ministry - Men's ministry involved with discipleship. I assist with coordination of weekly and annual events.

Fellowship Bible Church Member.

Interests

Personal Finance

Family time

Outdoor Activities