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WWK Investments, Inc.

WWK Investments, Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
WWK Investments, Inc. is the third generation of independently, family-owned, financial businesses. In the mid 1930’s, Vincent Welch founded the Credit Bureau of Wyandotte. In 1967, Vincent’s son Thomas entered the brokerage business. Seven years later he resigned as vice president of a large regional brokerage firm and founded his own firm based on the that put the investors first. He moved his offices to the Outer Drive location in 1979. In 1997, Daniel Welch, Jason Welch, and Amy Kelley began WWK Investments; Inc. Tom continues to be a consultant on a regular basis. WWK has continued the company’s tradition of the putting the investor first. While some of the larger brokerage firms attempt to balance the needs of the firm, brokers, shareholders and investors, the Company maintains its commitment to its clientele.
They believe that their first obligation is to help clients achieve their financial goals through suitable investment products. They provide portfolio analysis for all current and prospective clients. This analysis consists of a review of all client financial goals, and evaluating what is necessary to achieve these goals.
They are committed to accommodating the often ambitious scheduling challenges of their current and prospective clients. As a result, they routinely meet clients outside normal business hours, when clients’ schedules permit. They are able to meet clients at their home or office, in addition to our offices. This is what sets the company apart from other broker/dealers and financial planners.

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