Todd Sheppard Healy

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:

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

Current Employers

Employment History

• 01/1977 → Present
  Southwestern Life
  Corpus Christi, TX
• 10/1986 → Present
  Healy And Associates Pc
  Corpus Christi, TX
• 04/2016 → 09/2019
  Kestra Financial Services, Inc
  Austin, TX
• 09/2019 → 01/2023
  Lion Steet Financial
  Dallas, TX
• 09/2019 → 01/2023
  Lion Street Advisors
  Dallas, TX
• 01/2023 → Present
  Valmark Advisers
  Akron, OH
• 01/2023 → Present
  Valmark Securities
  Akron, OH

Previous Registrations

• 2019-09-09 → 2023-01-09
  Lion Street Advisors, Llc
  Dallas, TX
• 2016-04-19 → 2019-09-10
  Kestra Advisory Services, Llc
  Dallas, TX
• 2013-03-14 → 2016-09-22
  Kestra Investment Services, Llc
  Dallas, TX
  Austin, TX
  Dallas, TX
• 1997-09-08 → 2011-03-24
  Kestra Investment Services, Llc
  Dallas, TX
  Dallas, TX

Other Businesses

1) Dallas Charitable Council of Gift Planners; P.O. Box 38553, Dallas, TX 75238-8553; Member; Attend monthly meetings; NOT Investment Related; Start Date 15+ years ago; Approximately 1-5 hrs. per month; No Compensation./// 2) Healy Partners LLC; 8401 N. Central Expressway, #645, 3624 University Blvd. Dallas, TX 75205; Life Insurance Sales; Principal/Owner; NOT Investment Related: Start Date 3/18/2019; Approximately 40+ hrs. per month; Commissions from product sales./// 3) Dallas Jewish Community Foundation Board of Trustees; 12700 Hillcrest Rd #201,Dallas, TX 73052; Board of Trustees; Be an ambassador for DJCF within your other constituencies and networks, attend all scheduled board meetings (4/year), Actively participate in one standing committee and attend and drive attendance for major DJCF functions; NOT Investment Related; Start Date 12/2022; Approximately 1-5 hrs. per month; No Compensation./// 4) C3 Financial Partners, LLC; 8401 N. Central Expressway, #645, 3624 University Blvd. Dallas, TX 75205; Life insurance sales; 100% Owner; NOT Investment Related; Start Date 3/18/2019; Approximately 40+ hrs. per month; Commissions from product sales./// 5) Estate Planning Council of North Texas; PO Box 38553, Dallas, TX 75238-8553; Member; Attend monthly meetings; NOT Investment Related; Start Date 15+ yrs. ago; Approximately 1-5 hrs. per month; No Compensation./// 6) Forbes Marketplace Advisory Board; 251 Little Falls Dr., Wilmington, DE 19808; Publication; Advisory Board Member; Author byline articles on Forbes.com; NOT Investment Related; Approximately 1-5 hrs. per month; Non-paying position./// 7) Park City Club Board of Governors; 5956 Sherry Lane, Ste. 1700, Dallas, TX 75225; Private club - a place to entertain guests and conduct business; Board of Governors; 1. The Board of Governors, comprised of 15 to 20 members of the Club, serves in an advisory capacity. 2. The Board of Governors serves as the vital communications link between the general membership and Club management. When other Club members view the Board as acting on their behalf, they also feel a special sense of commitment to the Club, 3.The Board of Governors directs its attention to such matters as Club rules, food and beverage, standard of excellence, membership development, service, décor, activities and other relevant matters affecting the Club's membership, 4. Members of the Board of Governors serve without compensation and assume no financial or other liability in connection with their voluntary association, 5.The Board of Governors meets quarterly. There are three meetings that are hour-long luncheon meetings and one dinner meeting in October honoring our outgoing and incoming Board members. Spouses/guests are welcome to attend the dinner. The first event as an acting Board Member in 2024 will be the Board of Governors Dinner on Tuesday, October 15, 2024, which will begin at 6:30 p.m, 6. Board members will be invited to attend at least one Prospective Member Reception a year and are encouraged to participate in Club special events, 7.Board members serve a term of three years in accordance with the rotation procedures; NOT Investment Related; Start Date 10/15/2024; Approximately 1-5 hrs. per month; No compensation.///

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-01-16
• S63 Uniform Securities Agent State Law Examination
  1982-09-17

Designations

• Chartered Financial Consultant