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Current Employers
Valmark Advisers, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-10-30
  • WI RA
    APPROVED
    Since 2025-10-30

Branch Locations

738 N. 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
OrganizationCityStateFromTo
Business & Estate Advisers Of Wi, Inc. Rice Lake WI 04/2022 Present
Chibardun Telephone Cooperative, Inc. Dba Mosaic Technologies Cameron WI 08/2015 03/2022
Valmark Securities Akron OH 10/2025 Present
Valmark Advisors Akron OH 10/2025 Present
  • 04/2022 → Present
    Business & Estate Advisers Of Wi, Inc.
    Rice Lake, WI
  • 08/2015 → 03/2022
    Chibardun Telephone Cooperative, Inc. Dba Mosaic Technologies
    Cameron, WI
  • 10/2025 → Present
    Valmark Securities
    Akron, OH
  • 10/2025 → Present
    Valmark Advisors
    Akron, OH
Other Businesses

1.) Kiwanis Club of Rice Lake; start 01/2026; P.O. Box 229 Rice Lake, WI 54868; community service organization dedicated to causes that support youth initiatives including reading programs, scholarships, food for needy children; not investment related; 1-5 hours/month; no compensation.// NOTE: Treasurer role ended 09/30/2025 2.) Business & Estate Advisers of WI, Inc.; start 04/2022; 738 N. Wilson Avenue Rice Lake, WI 54868; Director of Operations; financial planning and advisor firm; investment related; over 40 hours/month; compensation paid as W2 income.// 3.) City Council member; City of Rice Lake, WI; start 04/2025; elected for 2 year term as common council representative; policy and decision making for a local municipality; Committee assignments include the Personnel Committee, Planning Commission, and Lake District board of directors; not investment related; 11-20 hours/month; monthly stipend compensation./

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-20
  • S66 Uniform Combined State Law Examination
    2025-10-20

View on SEC IAPD

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