JL
JL

Joshua Lieder

15 Years of Experience
Onalaska, WI
Broker

Joshua Lieder is a registered investment advisor, based in Onalaska, WI, with 15 years of industry experience.

Location

1113 Riders Club Rd., Onalaska, WI, 54650

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Joshua owns and operates Lieder Acres, a beekeeping and honey sales business, dedicating minimal time to it. He also serves as Vice President at Welshire Capital, LLC, spending about a quarter of his time servicing clients.

Employment History
Current Registrations
Valmark Advisers, INC.
July 2019 - Present · 6 yrs 10 mos
Valmark Securities, INC.Broker
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Principal Securities, INC.
June 2016 - July 2019 · 3 yrs 1 mo
Principal Securities, INC.Broker
June 2016 - July 2019 · 3 yrs 1 mo
Welshire Capital, LLC
December 2010 - June 2016 · 5 yrs 6 mos
Comprehensive Asset Management and Servicing, INC.Broker
September 2010 - June 2016 · 5 yrs 9 mos
State Registrations13 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Joshua Lieder - Financial Advisor | TrueAdvisor