Stefani Jean Fiedler

Employer firm

Valmark Advisers, Inc. CRD 108050

$10.2B regulatory AUM 380 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

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

Current Employers

Valmark Advisers, Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-07-24
KY	RA	APPROVED	2023-12-20
GA	RA	APPROVED	2023-09-18
OR	RA	APPROVED	2023-07-27
IL	RA	APPROVED	2021-01-04
SC	RA	APPROVED	2020-04-09
MI	RA	APPROVED	2019-05-13
OH	RA	APPROVED	2019-02-27
SD	RA	APPROVED	2019-02-12
FL	RA	APPROVED	2018-09-11
ND	RA	APPROVED	2018-06-25
IN	RA	APPROVED	2018-06-18
IA	RA	APPROVED	2018-06-18
AZ	RA	APPROVED	2018-06-14
CA	RA	APPROVED	2018-06-13
CO	RA	APPROVED	2018-06-13
MN	RA	APPROVED	2018-06-13
WI	RA	APPROVED	2018-06-13

TX RA
APPROVED

Since 2025-07-24
KY RA
APPROVED

Since 2023-12-20
GA RA
APPROVED

Since 2023-09-18
OR RA
APPROVED

Since 2023-07-27
IL RA
APPROVED

Since 2021-01-04
SC RA
APPROVED

Since 2020-04-09
MI RA
APPROVED

Since 2019-05-13
OH RA
APPROVED

Since 2019-02-27
SD RA
APPROVED

Since 2019-02-12
FL RA
APPROVED

Since 2018-09-11
ND RA
APPROVED

Since 2018-06-25
IN RA
APPROVED

Since 2018-06-18
IA RA
APPROVED

Since 2018-06-18
AZ RA
APPROVED

Since 2018-06-14
CA RA
APPROVED

Since 2018-06-13
CO RA
APPROVED

Since 2018-06-13
MN RA
APPROVED

Since 2018-06-13
WI RA
APPROVED

Since 2018-06-13

Branch Locations

738 N. Wilson Ave., 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
Business And Estate Advisers	Wayzata	MN	05/2004	Present
Valmark Advisers, Inc.	Akron	OH	06/2018	Present
Valmark Securities, Inc.	Akron	OH	05/2006	Present
B&E Investment Advisers, Inc.	Rice Lake	MN	01/2014	Present

05/2004 → Present

Business And Estate Advisers

Wayzata, MN
06/2018 → Present

Valmark Advisers, Inc.

Akron, OH
05/2006 → Present

Valmark Securities, Inc.

Akron, OH
01/2014 → Present

B&E Investment Advisers, Inc.

Rice Lake, MN

Previous Registrations

2014-01-23 → 2018-11-09

B&E Investment Advisers, Inc.

Wayzata, MN

Rice Lake, WI

Other Businesses

1) Boys & Girls Club of Barron County, 426 N. Wilson Ave., Rice Lake, WI 54868; Nurturing children in our community; Secretary; Take minutes for board meetings, serve on Executive committee; Not Investment Related; 1-1-2019 start date; approximately 6-10 hrs per month; no compensation, strictly volunteer./// 2) Penn Mutual Life Insurance; Fixed Life Insurance Sales; Agent; Not Investment related; Start Date 2015; Approximately 6-10 hrs. per month; paid commissions based on sales./// 3) Business & Estate Advisers of WI, Inc; 738 N Wilson Ave., Rice Lake, WI 54868; President; sales, business operations; YES Investment Related; Start Date 01/01/2021; I own 100% of the company; Approximately 40+ hrs. per month; IS a Client, We handle the corporate 401(k); via salary and s distributions./// 4) B&E WI Real Estate, LLC; 738 N Wilson Ave, Rice Lake, WI 54868; Member; primary books and records. this entity owns the building B&E WI offices out of. Triple net lease allows for all building maintenance and repairs to flow through tenant; NOT Investment Related; I own 51% of the company; Approximately 1-5 hrs. per month./// 5) Hunt Hill Nature Center; start 01/2021; N2384 Hunt Hill Road Sarona, WI 54870; Finance Committee member; meet quarterly to review organizational finances ; not investment related; 1-5 hours/month; no compensation./

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2006-05-16

S63 Uniform Securities Agent State Law Examination

2006-05-16

Designations

Certified Financial Planner
Chartered Financial Consultant

Other Names

Stefani Jean Solheid
Stefani Jean Miller
Stefani Jean Miller

View on SEC IAPD