Michael Martin Flaherty

Employer firm

David Vaughan Investments, LLC CRD 105990

$5.33B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• TAX QUALIFIED AND TAFT-HARTLEY PENSION PLAN CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2008 → 02/2018
  Investment Professionals, Inc.
  Monticello, IL
• 08/2012 → 02/2018
  Valmark Securities, Inc.
  Akron, OH
• 08/2012 → 02/2018
  Valmark Advisers, Inc.
  Akron, OH
• 02/2018 → Present
  David Vaughan Investments, Llc
  Peoria, IL

Previous Registrations

• 2012-08-31 → 2018-02-16
  Valmark Advisers, Inc.
  Bloomington, IL
• 2008-07-03 → 2012-08-08
  Investment Professionals, Inc.
  San Antonio, TX
  Monticello, IL
  Bloomington, IL

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-07-31

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Mike M Flaherty
• Michael Flaherty