Advisor at ValMark Advisers, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
ValMark Advisers, Inc.
Location
Glencoe, MN 55336
Credentials
Series 66
Industry experience
1 year
Kelly Weidendorf is a financial advisor at ValMark Advisers, Inc. with one year of industry experience. He holds a Series 66 designation and has prior experience at SLS, Inc. and Liquibox. In addition to his advisory role, he is involved in financial services operations and client services at SLS, Inc. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, and maintains several unique governance and advisory arrangements within the insurance and ETF sectors.
Based on ValMark Advisers, Inc.
Based on ValMark Advisers, Inc.
Flat fees negotiated between $50 and $50,000 or more; disclosed in advisory agreement.
Less than $1,000,000 - $1,000,000: 1.95% annually $1,000,001 - $2,000,000: 1.75% annually $2,000,001+: 1.50% annually
Commissions received by IARs for securities transactions through affiliated broker-dealer Valmark Securities, Inc.
Hourly fees vary depending on client needs and complexity; exact rates disclosed in advisory agreement.
Account minimum: $50,000 Fee-only: Advisory fees negotiated between client and IAR, not exceeding tiered percentages above.
1721 10th Street East
Glencoe, MN 55336
Minnesota
SLS, Inc.
2026 - Present (1 year)
Valmark Advisers, Inc.
2025 - Present (1 year)
Valmark Securities, Inc
2025 - Present (1 year)
SLS, Inc.
2021 - 2026 (5 years)
Liquibox
2014 - 2021 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Norwood, MN
ValMark Advisers, Inc.
Series 63, Series 65
Arlington, MN
Primerica Advisors
Series 66
Hutchinson, MN
Edward Jones
CFP®, Series 63
Hutchinson, MN
Ameriprise
Series 66
Glencoe, MN
Edward Jones
Series 63, Series 66
Hutchinson, MN
Cetera
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