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Latest Articles

Retirement

  • Helpful Retirement Strategies for Women
  • Volunteering in Retirement
  • Retirement Realities
  • Social Security: Maximizing Benefits
  • Who Is Your Trusted Contact?
  • Conquering Retirement Challenges for Women

Investment

  • Pullbacks, Corrections, and Bear Markets
  • The Utility of Sector Investing
  • The Anatomy of an Index

Insurance

  • Keeping Summer Safe: Pool and Spa Safety Tips

Money

  • U.S. Personal Savings Rate
  • The Lowdown on Those Free Credit Scores
  • Personal Finance Calendar

Lifestyle

  • Personal Finance Tips for Military Families
  • Pickleball in Retirement
  • Money Draining Food Myths
  • Changing Unhealthy Behaviors
  • The Financial Literacy Crisis
  • Putting a Price Tag On Your Health
 

Contact

Office: 507-625-5800

Toll-Free: 800-269-1517

Fax: 507-625-2590

360 Pierce Avenue

Suite 111

North Mankato, MN 56003

dan@welpfinancial.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2026 FMG Suite.

Jeff Welp is a registered non-solicitor of, and Dan Welp is an investment adviser representative of, and securities and advisory services are offered through, USA Financial Securities, Member FINRA/SIPC. A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Welp Financial Services is not affiliated with USA Financial Securities.

USA Financial Securities Form CRS: Form CRS

Dan Welp is authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: IA, MN, SD. For investment advisory services these states include: CO, IA, MN. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.