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
St. Peter, MN 56082
Credentials
Series 66
Industry experience
1 year
Paige Asplin is a financial advisor at ValMark Advisers, Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked in healthcare and education roles, including at the Mayo Clinic and Rasmussen University. Outside of finance, she works as a registered nurse providing skilled nursing care through a home health care agency. ValMark Advisers serves individuals, plan sponsors, and institutional clients with investment management, financial planning, and retirement plan advisory services. The firm emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and consulting services.
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.
418 South Minnesota Ave. Suite 10
St. Peter, MN 56082
Minnesota
Valmark Advisers, Inc.
2024 - Present (2 years)
Valmark Securities, inc.
2024 - Present (2 years)
Freedom Financial Planning
2024 - Present (2 years)
Rasmussen University
2022 - 2023 (1 year)
Mayo Clinic
2020 - 2024 (4 years)
Unemployed
2020 - 2020 (1 year)
Mayo Clinic
2019 - 2020 (1 year)
Unemployed
2019 - 2019 (1 year)
Walmart
2017 - 2018 (1 year)
Winona State University
2016 - 2017 (1 year)
Amazon
2016 - 2016 (1 year)
Glencoe Regional Health Services
2015 - 2019 (4 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.
Series 63, Series 65
Mankato, MN
Legacy Retirement Advisors
ChFC®, Series 63
Mankato, MN
LifePlan Financial, LLC
CFP®
Mankato, MN
LifePlan Financial, LLC
Series 66
St. Peter, MN
The Sherwin Group
Series 65
Mankato, MN
Actify Investor Retirements, LLC
Series 63, Series 65
Mankato, MN
Ascent Advisors
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