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Current Employers
Valmark Advisers, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-17
FL RA APPROVED 2025-07-18
SD RA APPROVED 2025-01-06
MN RA APPROVED 2018-08-08
WI RA APPROVED 2018-08-08
  • TX RA
    APPROVED
    Since 2026-02-17
  • FL RA
    APPROVED
    Since 2025-07-18
  • SD RA
    APPROVED
    Since 2025-01-06
  • MN RA
    APPROVED
    Since 2018-08-08
  • WI RA
    APPROVED
    Since 2018-08-08

Branch Locations

999 Fourier Drive, Suite 100, Madison, WI 53717 • 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
Welshire Capital, Llc Onalaska WI 09/2007 03/2017
Principal Life Insurance Company Onalaska WI 03/2017 Present
Principal Securities Inc Onalaska WI 03/2017 Present
Welshire Capital Onalaska WI 03/2017 Present
Valmark Securities, Inc. Akron OH 06/2018 Present
Valmark Advisers, Inc. Akron OH 06/2018 Present
  • 09/2007 → 03/2017
    Welshire Capital, Llc
    Onalaska, WI
  • 03/2017 → Present
    Principal Life Insurance Company
    Onalaska, WI
  • 03/2017 → Present
    Onalaska, WI
  • 03/2017 → Present
    Welshire Capital
    Onalaska, WI
  • 06/2018 → Present
    Valmark Securities, Inc.
    Akron, OH
  • 06/2018 → Present
    Akron, OH
Previous Registrations
  • 2017-03-23 → 2018-06-11
    Onalaska, WI
    Onalaska, WI
    Wauwatosa, WI
    Onalaska, WI
  • 2007-10-01 → 2017-02-21
    Welshire Capital, Llc
    West Salem, WI
    Onalaska, WI
    Madison, WI
    West Salem, WI
  • 2000-11-13 → 2007-10-04
    Securities America Advisors, Inc.
    Onalaska, WI
Other Businesses

1). fixed insurance commissions from various carriers./// 2). Welshire Capital, LLC dba Welshire Advisors; 1113 Riders Club Road, Onalaska, WI 54650 ; Wealth Advisory; Founder; YES, Investment Related; Start Date 1/2021; Approximately 21-40 hrs. per month; Compensated by Salary./// 3). Rental Home; 4815 Canterbury, Mound, MN 55364; owner, maintain the property and collect rents; NOT Investment Related; Start Date 09/11/2023; Approximately 1-5 hrs. per month; collect rent money from the tenant./// 4). Rental Home; 890 13 1/2 Avenue, Cameron, WI 54832; owner, we maintain rental home and collect rent; NOT Investment Related; Start Date 06/01/2023; Approximately 1-5 hrs. per month; Rental Income./// 5). Mountain Men Revival, Inc.; 2840 28th Street, Birchwood, WI 54817; Non-profit religious / mission is to activate personal revival in men to build the Body of Christ, His Church; President, to run the charity and promote men's ministry events; Not Investment Related: Start Date 12/18/2022; Approximately 6-10 hrs. per month; This is a volunteer position with no compensation./// 6.) Great Lakes Tres Dias, Inc.; 2840 28th Street, Birchwood, WI 54817; Christian Men's and Women's three-day weekend "advance"; Treasurer; I help with filing the 990-N postcard filing annually. I help with accounting and sending out correspondence for gift receipts. I take NO COMPENSATION; NOT Investment Related, Start Date 02/14/2024; Approximately 1-5 hrs. per month; No compensation.///

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-01-27
S63 Uniform Securities Agent State Law Examination 1986-07-02
  • S65 Uniform Investment Adviser Law Examination
    1998-01-27
  • S63 Uniform Securities Agent State Law Examination
    1986-07-02
Designations
Other Names
  • Brent John Welch
  • Brent Welch

View on SEC IAPD

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