Best Investors
Account
Sign in
130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
999 Fourier Drive, Suite 100, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-02 |
Reach out to this advisor