CW
Colton Welhaven
MSH CAPITAL ADVISORS LLC
BILLINGS, MT 59101
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CRD#: 7131688
CW
Professional summary
Colton Welhaven, CFP® is a registered financial advisor currently at MSH CAPITAL ADVISORS LLC located in Billings, Montana and M. S. HOWELLS & CO. located in Billings, Montana.
Colton is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Colton has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. JUNE 2019; MSH CAPITAL ADVISORS DBA BUCHANAN CAPITAL; BILLINGS, MT; INVESTMENT RELATED; REGISTERED INVESTMENT ADVISOR;ASSOCIATE; OPERATIONS; DEVOTE 40 HRS/WK DURING MARKET HOURS. 2. JULY 2019; BILLINGS CATHOLIC SCHOOLS FOUNDATION, BILLINGS, MT; NON-INVESTMENT RELATED; BCS FOUNDATION IS DEDICATED TO FOSTERING THE CONTINUED SUCCESS AND ENRICHMENT OF THE BILLINGS CATHOLIC SCHOOLS; BOARD MEMBER; DEVOTE 4 HRS/MONTH DURING NON-MARKET HOURS, 3. Rocky Mountain College Board of Trustees; Non-Investment related; Billings, MT; Nature- Liberal Arts College; Position/Title- Member, finance committee chair; Start date- 11/2023; Approximately 3 hours per month, 3 during trading hours; Description- strategic planning, budgeting, and governance 4. JULY 2019; BETTER OFF IN BILLINGS, BILLINGS, MT; NON INVESTMENT RELATED; AMBASSADORS ARE REPS OF BILLINGS, A RESOURCE OF INSIGHTS AND RECOMMENDATIONS TO HELP NAVIGATE YOUR NEW COMMUNITY; AMBASSADOR; DEVOTE .5 HRS/MONTH DURING NON MARKET HOURS 5. SEPT 2022; BILLINGS CHAMBER OF COMMERCE FINANCE COMMITTEE AND FOUNDATION BOARD, BILLINGS, MT; MEMBER; REVIEW ACCOUNTING PROCEDURES, ORGANIZATIONAL PLANNING,FISCAL POLICIES AND AUDITS; DEVOTE 15 HRS/MONTH, 1 HR/MONTH DURING MARKET HOURS. 6. M.S. Howells & Co.; Investment related- Yes; Scottsdale, AZ; Nature- Brokerage; Position/Title- Financial Advisor; State date- 10/2019; Approximately 10-15 hours per month, 10-15 during trading hours; Description- Provide fixed income securities to municipalities around the state of MT
CRS (Client Relationship Summary) - RIA
Click below to view Colton Welhaven's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2022
Experience
Current
January 15, 2020 - Present
MSH CAPITAL ADVISORS LLC
Office #1: 490 N 31 Street Suite 240, Billings, MT 59101RIA
CRD#: 157835
BILLINGS, MT
Current
October 10, 2019 - Present
M. S. HOWELLS & CO.
Office #1: 490 N. 31st Suite 240, Billings, MT 59101BD
CRD#: 104100
BILLINGS, MT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MC
MSH CAPITAL ADVISORS LLC
147TH GROUP | TROOP CAPITAL MANAGEMENT | THIEMAN INVESTMENTS | SUMMIT WEALTH ADVISORS | SILVERLEAF WEALTH ADVISORY | MSH CAPITAL ADVISORS LLC | FOUR PEAKS PLANNING AND INVESTMENTS LLC | CANDOR WEALTH ADVISORS LLC | BUCHANAN CAPITAL, INC. | BOWHAY INVESTMENTS LLC
CRD#: 157835 / SEC#: 801-108933
RIA
Registered Investment Advisory firm - (1/13/2017 Approved)Arizona
Registered Investment Advisory firm - (2/27/2018 Terminated)California
Registered Investment Advisory firm - (3/29/2018 Terminated)Maryland
Registered Investment Advisory firm - (1/12/2017 Terminated)New York
Registered Investment Advisory firm - (2/27/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Montana(1/2/2020)
IAR
Montana(1/15/2020)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/10/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
MC
MSH CAPITAL ADVISORS LLC
147TH GROUP | TROOP CAPITAL MANAGEMENT | THIEMAN INVESTMENTS | SUMMIT WEALTH ADVISORS | SILVERLEAF WEALTH ADVISORY | MSH CAPITAL ADVISORS LLC | FOUR PEAKS PLANNING AND INVESTMENTS LLC | CANDOR WEALTH ADVISORS LLC | BUCHANAN CAPITAL, INC. | BOWHAY INVESTMENTS LLC
CRD#: 157835 / SEC#: 801-108933
RIA
Registered Investment Advisory firm - (1/13/2017 Approved)Arizona
Registered Investment Advisory firm - (2/27/2018 Terminated)California
Registered Investment Advisory firm - (3/29/2018 Terminated)Maryland
Registered Investment Advisory firm - (1/12/2017 Terminated)New York
Registered Investment Advisory firm - (2/27/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
23350 N Pima Road, Scottsdale, AZ 85255-7153
Mailing Address
Phone number
(480) 563-2021
Established
Firm type
Fiscal year end
# of Employees
32
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,077 |
| AUM (Assets Under Management) | $ 1,094,329,678 |
Red Flags
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Company Information
MSH CAPITAL ADVISORS LLC
CRD#: 157835Billings, MT 59101TRUST BUT VERIFY
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