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
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.
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.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")