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Joshua Thomas Lieder

Valmark Advisers, Inc.

Onalaska, WI

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Current Employers
Valmark Advisers, Inc.

130 Springside Drive Suite 300, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-08-27
TX RA APPROVED_RES 2022-12-13
KS RA APPROVED 2022-12-09
SC RA APPROVED 2021-07-21
FL RA APPROVED 2019-09-03
IL RA APPROVED 2019-07-25
NC RA APPROVED 2019-07-25
ND RA APPROVED 2019-07-22
CO RA APPROVED 2019-07-19
IA RA APPROVED 2019-07-19
NM RA APPROVED 2019-07-19
MN RA APPROVED 2019-07-18
WI RA APPROVED 2019-07-18
  • WA RA
    APPROVED
    Since 2025-08-27
  • TX RA
    APPROVED_RES
    Since 2022-12-13
  • KS RA
    APPROVED
    Since 2022-12-09
  • SC RA
    APPROVED
    Since 2021-07-21
  • FL RA
    APPROVED
    Since 2019-09-03
  • IL RA
    APPROVED
    Since 2019-07-25
  • NC RA
    APPROVED
    Since 2019-07-25
  • ND RA
    APPROVED
    Since 2019-07-22
  • CO RA
    APPROVED
    Since 2019-07-19
  • IA RA
    APPROVED
    Since 2019-07-19
  • NM RA
    APPROVED
    Since 2019-07-19
  • MN RA
    APPROVED
    Since 2019-07-18
  • WI RA
    APPROVED
    Since 2019-07-18

Branch Locations

1113 Riders Club Rd., Onalaska, WI 54650 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Principal Securities Inc Onalaska WI 06/2016 07/2019
Principal Life Insurance Company Onalaska WI 06/2016 07/2019
Welshire Capital Onalaska WI 03/2016 Present
  • 06/2016 → 07/2019
    Onalaska, WI
  • 06/2016 → 07/2019
    Principal Life Insurance Company
    Onalaska, WI
  • 03/2016 → Present
    Welshire Capital
    Onalaska, WI
Previous Registrations
  • 2016-06-16 → 2019-07-26
    Onalaska, WI
    Onalaska, WI
    Wauwatosa, WI
  • 2010-12-08 → 2016-06-07
    Welshire Capital, Llc
    West Salem, WI
Other Businesses

1) Lieder Acres, Master Beekeeper, Beekeeping and honey sales, not investment related, started 11/1/2020, Owner and Operator, 1-5 hours per month./// 2) Welshire Capital, LLC; 1113 Riders Club Rd., Onalaska, WI 54650; Vice President; Servicing existing and new clients; YES Investment Related; Start Date 09/2010; Approximately 40+ hrs. per month; W2 Salary.///

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-30
  • S66 Uniform Combined State Law Examination
    2010-09-30
Other Names
  • Joshua Lieder
  • Joshua Thomas Lieder

View on SEC IAPD

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