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Kristy Lyn Peters

WELSHIRE CAPITAL, LLC·ONALASKA, Wisconsin
Clean recordWELSHIRE CAPITAL, LLC
9538 EAST 16 FRONTAGE ROAD, ONALASKA, WI 54650CRD# 4137600Firm CRD# 143960

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kristy Lyn Peters · ONALASKA, WI
Registration
CRD #4137600 · WELSHIRE CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kristy Lyn Peters is a registered financial advisor based in ONALASKA, Wisconsin, affiliated with WELSHIRE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WELSHIRE CAPITAL, LLC
WELSHIRE CAPITAL, LLC
AUM
$89M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WELSHIRE CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: FIN.ED SEMINARS/WORKSHOPS AND RADIO PROGRAM
Regulatory
SEC/IARD CRD# 4137600
Firm CRD# 143960
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kristy Lyn Peters offer?
Kristy Lyn Peters specializes in Financial Planning, Investment Management. Contact their office in ONALASKA, Wisconsin for a consultation.
What are Kristy Lyn Peters's credentials?
Kristy Lyn Peters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristy Lyn Peters located?
Kristy Lyn Peters is based in ONALASKA, Wisconsin, working with WELSHIRE CAPITAL, LLC. Their office serves clients in the ONALASKA metropolitan area and surrounding communities.
How does Kristy Lyn Peters charge for services?
Kristy Lyn Peters's firm is compensated through percentage of aum, hourly charges, subscription fees, other: fin.ed seminars/workshops and radio program. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WELSHIRE CAPITAL, LLC?
WELSHIRE CAPITAL, LLC has approximately 6 employees and manages $89M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WELSHIRE CAPITAL, LLC

Brent John Welch
ONALASKA, WI
Lynette Rae Longmire
ONALASKA, WI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)MEQUON (42)WAUSAU (30)MIDDLETON (29)NEENAH (25)
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Research
Advisor Fees in WisconsinNational Fee Analysis
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