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Colton Welhaven

MSH Capital Advisors LLC

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About Colton Welhaven

Colton Welhaven is a registered investment advisor representative with MSH Capital Advisors LLC. Colton has been in the industry since 2019 and has passed the Series 7TO, SIE, and Series 66 exams. Colton is also a registered investment advisor in Montana and New York. Prior to joining MSH Capital Advisors LLC, Colton worked at M. S. HOWELLS & CO. and First Interstate Bank. Colton is a member of the Billings Catholic Schools Foundation Board and the Rocky Mountain College Board of Trustees.

Firm Information

Colton Welhaven is currently registered with MSH Capital Advisors LLC. MSH Capital Advisors LLC is an investment advisory firm located in Scottsdale, AZ. They provide financial planning, pension consulting, portfolio management for individuals, businesses, and investment companies, and selection of other advisors. The firm has 23 registered representatives and manages approximately $1 billion in assets.
MSH Capital Advisors LLC

23350 N PIMA ROAD

SCOTTSDALE, AZ 85255-7153

$1.04B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Colton Welhaven’s Registration & Firm History

MT

01/15/2020 - Present

MSH Capital Advisors LLC (BILLINGS MT)

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Licenses & Designations

BOTH

Issued 12/19/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/10/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/22/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Colton Welhaven.
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