BBB Accredited Business since
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This company is an investment advisory firm specializing in private wealth management, retirement, and estate planning.
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A BBB Accredited Business since
BBB has determined that Welshire Capital, LLC meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
Factors that raised the rating for Welshire Capital, LLC include:
- Length of time business has been operating
- No complaints filed with BBB
Customer Complaints Summary
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Customer Reviews Summary Read customer reviews
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Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
These agencies may include:
SECURITIES EXCHANGE COMMISSION
450 5TH ST NW, WASHINGTON DC 20549
Phone Number: (202) 942-7040
Commissioner of Insurance
125 South Webster Street, Madison WI 53703
Phone Number: 6082663585 8002368517
Fax Number: (608) 266-9935
Certified Financial Planner Board of Standards(CFP)
1700 Broadway, Suite 2100, Denver CO 80290-2101
Fax Number: 303-860-7388
Type of Entity
Limited Liability Company (LLC)
Business ManagementMr. Brent J. Welch, Managing Member Ms. Kristy Peters, Vice President
Financial Services Estate Planning & Management Financing Consultants Investment Management Financial Planning Kit Financial Planning Consultants Insurance - Life Annuities Investment Advisory Service Investment Securities Mutual Funds Retirement Planning Service Stock & Bond Brokers Insurance Services Investment Advice (NAICS: 523930)
Hours of Operation
|M||:||8:00 AM - 5:00 PM|
|T||:||8:00 AM - 5:00 PM|
|W||:||8:00 AM - 5:00 PM|
|Th||:||8:00 AM - 5:00 PM|
|F||:||8:00 AM - 4:00 PM|