Colton
Welhaven
Msh Capital Advisors LLC
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About this Advisor
Colton Welhaven is a financial advisor based in Billings, Montana with 3 years of industry experience. Welhaven is currently employed by Msh Capital Advisors LLC. The advisor has gained experience at M. S. Howells & Co, First Interstate Bank, Carroll College, Wipfli.Llp, Montana Department Of Transportation, Payne West Insurance, Eggart Engineering & Construction, Proline Landscaping, Billings Central Catholic Hs, Bubba'S Lawn Service, Msh Capital Advisors LLC and M.S. Howells & Co. Welhaven holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Montana and New York. Msh Capital Advisors LLC is a financial advisory company that has its headquarters in Scottsdale, AZ. The firm has a total of 26 employees. It controls $849 million in assets across its 1,730 accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm serves nine charities and foundations. Of its 1,730 accounts, just 6% belong to high-net-worth investors who have more than $1 million in investable assets. Msh Capital Advisors LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on which service is offered. However, fee types billed by Msh Capital Advisors LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Msh Capital Advisors LLC Brokerage Details
$849,171,465
26
1,730
$490,851
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
Colton has been registered as a financial advisor for 3 years.*
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
Proline Landscaping
Carroll College
Billings Central Catholic Hs
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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.
Financial Advisors at Msh Capital Advisors LLC
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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