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
Rice Lake, WI 54868
Credentials
CFP®, ChFC®, Series 63
Industry experience
19 years
Flat fees negotiated per client, ranging from $50 to $50,000 or more depending on services
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 may be earned by IARs acting as registered representatives for certain securities and insurance transactions
Hourly rates vary depending on client needs and plan complexity; exact rates disclosed in advisory agreement
Account minimum: $50,000 Fee-only: Hourly fees negotiable; flat fees typically ranging from $50 to $50,000 or more
ValMark Advisers, Inc.
2018 - Present (8 years)
B&E Investment Advisers, Inc.
2014 - Present (12 years)
Valmark Securities, Inc.
2006 - Present (20 years)
Business and Estate Advisers
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Rice Lake, WI
Edward Jones
Series 66
Cameron, WI
Edward Jones
Series 66
Rice Lake, WI
Edward Jones
CFP®, Series 66
Rice Lake, WI
Edward Jones
Series 66
Rice Lake, WI
ValMark Advisers, Inc.
Series 63, Series 66
Rice Lake, WI
ValMark Advisers, Inc.
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