Welshire Advisors

Welshire Advisors

Financial Services, 1113 Riders Club Road, Onalaska, Wisconsin, 54650, United States, 1-10 Employees

welshirecapital.com

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phone no Phone Number: +12*********

Who is WELSHIRE ADVISORS

We help you keep together what you worked so hard to put together. Nationally we bridge our relationships through technology to deliver scale and deep expertise with our team of CFA's and...

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industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

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Welshire Advisors Org Chart and Mapping

Employees

Jen Carraux

Client Business Adminstrator

Kristy Peters

Vice President / Wealth Advisor

Josh Lieder

Registered Rep and Wealth Advisor

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Frequently Asked Questions Regarding Welshire Advisors

Answer: Welshire Advisors's headquarters are located at 1113 Riders Club Road, Onalaska, Wisconsin, 54650, United States

Answer: Welshire Advisors's phone number is +12*********

Answer: Welshire Advisors's official website is https://welshirecapital.com

Answer: Welshire Advisors's revenue is $1 Million to $5 Million

Answer: Welshire Advisors's SIC: 6282

Answer: Welshire Advisors's NAICS: 523940

Answer: Welshire Advisors has 1-10 employees

Answer: Welshire Advisors is in Financial Services

Answer: Welshire Advisors contact info: Phone number: +12********* Website: https://welshirecapital.com

Answer: We help you keep together what you worked so hard to put together. Nationally we bridge our relationships through technology to deliver scale and deep expertise with our team of CFA's and CFP's to build an end to end plan that meets your unique needs across insurance, securities, and social capital. Welshire Advisors is a Member Firm of Valmark Financial Group, a 59-year-old, invitation-only group of 110+ independently-owned wealth and insurance advisory firms. As a collective group, Valmark Member Firms have over $50 billion of life insurance in force and an estimated $6 billion of assets under management, with an additional $25 billion of assets under management controlled through independent Investment Advisors associated with Valmark. This combined buying power gives us access to some of the nations top companies, products, and services, enabling us to advocate on behalf of our clients while maintaining independence. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Welshire Capital LLC and Welshire Advisors are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. Third party posts do not reflect the views of ValMark Securities or Welshire Capital or Welshire Advisors and have not been approved prior to posting.

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