Ian Welsh: Email & Phone Number

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Financial Planning Associate at TruPlan Financial Advisors|Minneapolis, Minnesota, United States

Position:

Financial Planning Associate at TruPlan Financial Advisors

Location:

Minneapolis, Minnesota, United States

View Ian Welsh's Email

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Last updated: 2026-10-28

Updated: 2026-10-28

Found email addresses for Ian Welsh:

Business emails:

i****h@ultimusleverpoint.com

Personal emails:

i***@aol.com,

w***@yahoo.com,

w***@hotmail.com,

i***@gmail.com

Found phones for Ian Welsh:

+1-870-***-**57,

+1-623-***-**38

Prospect analytics

Current work details

DepartmentFinancial Services

Availability

TimezoneCST

Best time to contact12:00 PM – 4:00 PM

A different Ian Welsh?

Work Experience 5 years

Financial Planning Associate at TruPlan Financial Advisors

Sep 2025 - Current

Accountant I at Ultimus Fund Solutions

Jun 2025 - Aug 2025

Accounting Intern at Ultimus Fund Solutions

Jun 2023 - May 2025

Accounting Intern at Accountable

Sep 2024 - Dec 2024

Finance Assistant at University of Minnesota

Nov 2022 - Aug 2023

Manufacturing Specialist at ANDERSON GLASS, DOORS, WINDOWS, INC

Jun 2021 - Aug 2022

Retail Salesworker at Lowe's Companies, Inc.

Jan 2022 - May 2022

Ian Welsh started working in 2021, then the employee has changed 5 companies and 5 jobs. On average, Ian Welsh works for one company for 10 months.

Their professional focus is Business Relationship Building, Communication, and Microsoft Excel across 3 core areas.

Ian holds Series 66, Series 7, and Securities Industry Essentials (SIE) certifications.

Education

Bachelor of Science - BS at University of Minnesota - Carlson School of Management

CEA CAPA Education Abroad

Montana State University-Bozeman

High School Diploma at Hill-Murray School

Frequently Asked Questions

What is Ian Welsh's email address?

SignalHire found verified email addresses for Ian Welsh, both business and personal. Their business email is i****h@ultimusleverpoint.com, and personal emails include i***@aol.com, w***@yahoo.com, and w***@hotmail.com.

What is Ian Welsh's phone number?

SignalHire found multiple verified phone numbers for Ian Welsh: +1-870-***-**57, and +1-623-***-**38.

How do I contact Ian Welsh at TruPlan Financial Advisors?

You can reach Ian Welsh through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Ian Welsh's professional background?

Ian Welsh has 5 years of professional experience. They have held roles including Accountant I, Accounting Intern, and Accounting Intern at companies such as Ultimus Fund Solutions, Ultimus Fund Solutions, and Accountable. Their education includes Bachelor of Science - BS from University of Minnesota - Carlson School of Management, and CEA CAPA Education Abroad.

Is Ian Welsh's contact information up to date?

Yes. Ian Welsh's SignalHire profile was last updated on 28 October 2026, reflecting their current position as Financial Planning Associate at TruPlan Financial Advisors in Plymouth, Minnesota, United States.

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