Colton
Welhaven
Msh Capital Advisors LLC
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About this Advisor
Colton Welhaven is a financial advisor based in Billings, Montana, working with Msh Capital Advisors LLC. Colton has previously held positions at M. S. Howells & Co, First Interstate Bank, Carroll College, Wipfli.Llp, Montana Department Of Transportation, Payne West Insurance, Eggart Engineering & Construction, Bubba's Lawn Service, Msh Capital Advisors LLC, and M.S. Howells & Co. Colton has passed the Series 66 regulatory exam and is registered to provide services in Montana and New York. Currently, Colton is part of Msh Capital Advisors LLC, which operates out of Billings, Montana. The firm has 3 offices and 29 employees. The firm manages assets totaling $1.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Msh Capital Advisors LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Msh Capital Advisors LLC Brokerage Details
$1,036,575,400
29
1,920
$539,883
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Colton Welhaven Work History
M.S. Howells & Co
Msh Capital Advisors LLC
Bubba'S Lawn Service
M. S. Howells & Co
Msh Capital Advisors LLC
First Interstate Bank
Wipfli.Llp
Montana Department Of Transportation
Payne West Insurance
Eggart Engineering & Construction
Carroll College
Disclosures
Please visit the SEC profile of Colton Welhaven to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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