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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| 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 |
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./
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-05-16 |
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