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TW

Todd A. Welhoelter

CABIN SECURITIES
Overland Park, KS 66207
Some features on this profile are disabled
CRD#: 7475886
TW

Professional summary


Todd Andrew Welhoelter, who also goes by Todd Welhoelter, is a registered financial professional currently at CABIN SECURITIES, INC. located in Overland Park, Kansas.

Todd is registered as a RR (Registered Representative) and started their career in finance in 2022. Todd has worked at 1 firm and has passed the Series 63, Series 22TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Todd Welhoelter

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Todd Andrew Welhoelter's CRS (Customer Relationship Summary).
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®
None

Experience


Current

February 28, 2022 - Present

CABIN SECURITIES, INC.

Office #1: 5750 W 95th Street Suite 200, Overland Park, KS 66207
BD
CRD#: 137608
Overland Park, KS

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Arizona
(11/4/2024)
RR
Arkansas
(4/9/2025)
RR
Iowa
(7/19/2024)
RR
Kansas
(4/1/2022)
RR
Kentucky
(7/14/2025)
RR
Missouri
(5/2/2022)
RR
Nebraska
(5/3/2023)
RR
Utah
(4/26/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 4/1/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 22TO
Date: 2/28/2022
Direct Participation Programs Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CS
CABIN SECURITIES, INC.
ARGUS FINANCIAL SERVICES INC. | CABIN SECURITIES, INC. | ARI FINANCIAL SERVICES, INC.

CRD#: 137608 / SEC#: , 8-67097

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
6240 W 135th Street Suite 214, Overland Park, KS 66223
Mailing Address
6240 W 135th Street Suite 214, Overland Park, KS 66223
Phone number
(816) 699-1204
Established
Missouri since 09/06/2005
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CANDLER, WILLIAM BRIANPRINCIPAL FINANCIAL OFFICER2802438
CANDLER, WILLIAM BRIANPRINCIPAL OPERATIONS OFFICER2802438
CANDLER, WILLIAM BRIANPRESIDENT2802438
ATCHITY, MARK AARONCHIEF COMPLIANCE OFFICER2530342

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CABIN SECURITIES, INC.

CRD#: 137608Overland Park, KS 66207

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