Interactive Financial Advisors
45yrs
Top advisor by experience at Interactive Financial Advisors
21yrs
Ross Welte has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Champlin, Minnesota. Ross has been with 5 Stone Financial Group since 2025; before that, Ross spent four years at Regal Investment Advisors and four years at Park Avenue Securities. 5 Stone Financial Group offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 15 advisors with offices in Champlin, and one of 14 fiduciaries.
At a glance
Experience21 years (since 2006)
How that compares ?More experience than 73% of advisors in Champlin
OfficeChamplin, MN
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$376,174
Advisors at the firm2
States licensed ?2 states
Services through 5 Stone Financial Group
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2025 – now5 Stone Financial Group, LLCCurrent firm
- 2017 – 2021Regal Investment Advisors LLCPreviously
- 2014 – 2017Park Avenue Securities LLCPreviously
Contact Ross
(763) 290-19805 Stone Financial Group main office Champlin, MNOffice · Get directions Firm websiteHTTPS://WWW.5STONEFINANCIAL.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Ross
Tailored to Ross’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ross
How do I contact Ross?
Call 5 Stone Financial Group at (763) 290-1980 and ask for Ross Welte. Ross works from the Champlin, MN office.
How long has Ross been a financial advisor?
Ross has been in the industry since 2006, about 21 years. More experience than 73% of advisors in Champlin.
What licenses does Ross hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Ross a fiduciary?
Ross is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ross paid?
5 Stone Financial Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Ross for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
U.S. Bancorp Advisors
27yrs
Top 18% by experience at U.S. Bancorp Advisors
Strategic Advisers
27yrs
Top 6% by experience at Strategic Advisers
State Farm Investment Management
17yrs
More experience than 67% of advisors in Champlin
LPL Enterprise
16yrs
More experience than 63% of advisors at LPL Enterprise
Edward Jones
14yrs
More experience than 63% of advisors at Edward Jones