Financial ADVSR advisor directory · SEC adviser records
Valmark Advisers, Inc. financial advisors in Madison, WI
Every SEC-registered investment adviser representative at a Valmark Advisers, Inc. office in Madison, A to Z.
The short answer
4 registered advisors work at Valmark Advisers, Inc. in Madison, out of 267 at the firm nationwide; it ranks number 45 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.
Valmark Advisers, Inc. advisors in Madison, A to Z
Every Valmark Advisers, Inc. advisor →- Scott E. KellyAlso a broker rep
- Rosalie K. MathersCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Michael M. NicholsonChartered Financial Consultant · Also a broker rep
- Brent J. WelchCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
Valmark Advisers, Inc. advisors in every city and state →Valmark Advisers, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Valmark Advisers, Inc. advisors in other cities
Akron, OH 41Cincinnati, OH 12Falmouth, ME 12Mason, MI 8Irvine, CA 7Canfield, OH 6Fairlawn, OH 6Plainville, MA 6Fort Wright, KY 5Gloucester, MA 5Jackson, MS 5San Francisco, CA 5Ashburn, VA 4Charlotte, NC 4Fort Lauderdale, FL 4
Other firms in Madison
All Madison advisors →LPL Financial LLC 52Ameriprise Financial Services, LLC 39Madison Partners 28UBS Financial Services Inc. 28Pfs Investments Inc. 24Edward Jones 23Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Osaic Wealth, Inc. 18Cetera Investment Advisers LLC 17Harbour Investments, Inc. 17Thrivent Investment Management Inc. 16RBC Capital Markets, LLC 15
Questions
How many financial advisors does Valmark Advisers, Inc. have in Madison?
4 investment adviser representatives are registered at Valmark Advisers, Inc. offices in Madison, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 267 nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.
Is Valmark Advisers, Inc. one of the largest advisor employers in Madison?
Valmark Advisers, Inc. ranks number 45 in Madison by registered advisors; LPL Financial LLC has the most, with 52.
How do I check a Valmark Advisers, Inc. advisor in Madison?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Valmark Advisers, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.