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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-05-21 |
| WI | RA | APPROVED | 2026-04-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus | La Crosse | WI | 07/2013 | 11/2024 |
| Valmark Securities, Inc. | Akron | OH | 07/2025 | Present |
| Welshire Advisors | Onalaska | WI | 12/2024 | Present |
| Valmark Advisers | Akron | OH | 04/2026 | Present |
1.) Notary Public; State of Wisconsin Department of Financial Institutions; Wisconsin Department of Financial Institutions PO Box 7847 Madison, WI 53707-7847; 7/2025; Notarize documents for clients on an as-needed basis; NOT investment related; 1-5 per month; no compensation./// 2.) Welshire Advisors and Welshire Capital LLC; 1113 Riders Club Road, Onalaska, WI 54650; Retirement and Estate Planning; Wealth Advisor; work with clients on their investment needs; assist fellow IARs with any client requests, paperwork; YES Investment Related; Start Date 12/01/2025; Approximately 40+ hrs. per month; Annual Salary.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-29 |
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