Colton Welhaven (CRD# 7131688) is an Investment Advisor Representative working at Msh Capital Advisors LLC in Billings, MT and has over 4 years of experience in the finance industry.
CRD# 2759083
D.a. Davidson & Company
CRD# 4974354
Allied Investment Advisors LLC
CRD# 4470329
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Msh Capital Advisors LLC | Scottsdale, AZ | Dec 2019 - Current | 4 |
| M.s. Howells & Co | Scottsdale, AZ | Oct 2019 - Current | 4 |
| Bubba's Lawn Service | Billings, MT | May 2005 - Current | 19 |
| Msh Capital Advisors LLC | Scottsdale, AZ | Jul 2019 - Dec 2019 | < 1 |
| M. S. Howells & Company | Scottsdale, AZ | Jun 2019 - Oct 2019 | < 1 |
| First Interstate Bank | Billings, MT | Jun 2017 - Jun 2019 | 2 |
| Wipfli.llp | Helena, MT | Jan 2017 - May 2017 | < 1 |
| Carroll College | Helena, MT | Aug 2013 - May 2017 | 3 |
| Montana Department Of Transportation | Helena, MT | May 2016 - Aug 2016 | < 1 |
| Payne West Insurance | Helena, MT | Jun 2015 - Apr 2016 | < 1 |
| Eggart Engineering & Construction | Billings, MT | Jun 2014 - Aug 2014 | < 1 |
| Proline Landscaping | Helena, MT | May 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- MT
- NY
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Total Assets Under Management1,037MILLIONS
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Total Number of Accounts1,920ACCOUNTS
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Average Account Value$539,883
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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