Jackie Lynn Gates

Current Employers

Valmark Advisers, Inc.

130 Springside Drive Suite 300, Akron, OH 44333 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2025-01-01

WI RA
APPROVED

Since 2025-01-01

Branch Locations

738 North Wilson Avenue, Rice Lake, WI 54868 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Valmark Securities, Inc.	Akron	OH	03/2016	Present

03/2016 → Present

Valmark Securities, Inc.

Akron, OH

Previous Registrations

2016-04-27 → 2018-11-09

B&E Investment Advisers, Inc.

Wayzata, MN
2014-01-27 → 2016-03-24

Securian Financial Services, Inc.

Minnetonka, MN
2014-01-27 → 2016-03-24

Cri Securities, Llc

Minnetonka, MN

Other Businesses

Business & Estate Advisers of WI, Inc.; Rice Lake, WI; Paraplanner; Financial & Business Planning; Client service, investment paperwork, trading, etc.; start 2018; investment related; 40+ hours/ month; bi-monthly salary.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-11-14
S63	Uniform Securities Agent State Law Examination	2003-11-24

S66 Uniform Combined State Law Examination

2011-11-14
S63 Uniform Securities Agent State Law Examination

2003-11-24

Other Names

Jackie Lynn Blomquist
Jackie Lynn Schuster

View on SEC IAPD

Current Employers

Valmark Advisers, Inc.

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

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