Robert Alan Mathers

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

• 10/2010 → Present
  Valmark Securities, Inc.
  Akron, OH
• 10/2010 → Present
  Valmark Securities, Inc.
  Akron, OH
• 03/2016 → 08/2022
  Vonbriesen& Roper, S.c.
  Oshkosh, WI
• 08/2022 → Present
  Quarles & Brady
  Oshkosh, WI

Previous Registrations

• 1998-12-28 → 2010-10-14
  Clifton Gunderson Wealth Advisors
  Oshkosh, WI
  Middleton, WI
  Madison, WI

Other Businesses

1. QUARLES & BRADY LLP, 411 E, WISCONSIN AVE SUITE 2400, MILWAUKEE, WI 53202; LEGAL AND TAX SERVICES; LEGAL AND TAX SERVICES; NOT INVESTMENT RELATED; STARTED 08/22/22; ; APPROXIMATELY 40+ HRS. PER MONTH, BASE SALARY AND BONUS COMPENSATION/// 2. PROPRIETOR OF ROBERT A. MATHERS INSURANCE PROPRIETORSHIP. I DO NOT EXPECT THIS BUSINESS TO TAKE MORE THAN A FEW HOURS PER MONTH./// 3. MEMBER OF PRIVATE WEALTH ADVISERS, LLC.; MARITAL PROPERTY INTEREST IN PRIVATE WEALTH ADVISERS LLC AND GENERAL COUNSEL./// 4. Collier County Community Foundation; start 07/2024; Naples, FL; Board Member of Community Foundation; Oversee the foundation's administration with a full-time professional staff; not investment related; 1-5 hours/ month; No Compensation./// 5. Valmark Financial Group; 130 Springside, Akron OH 44333; Financial Services; Director; Oversight of Business Entity; YES Investment Related; Start Date 08/15/2026; Approximately 1-5 hrs. per month; Cash and non-cash compensation.///

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-02-14
• S65 Uniform Investment Adviser Law Examination
  1998-11-12

Designations

• Personal Financial Specialist