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David Brunson

Valmark Advisers, Inc.

Fort Mitchell, KY

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Current Employers
Valmark Advisers, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-02-18
  • KY RA
    APPROVED
    Since 2026-02-18

Branch Locations

250 Grandview Drive, Ste. 475, Fort Mitchell, KY 41017 • 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
Covington Catholic High School Park Hills KY 08/2016 08/2020
University Of Kentucky Lexington KY 08/2020 05/2024
New York Life Insurance Company Louisville KY 05/2024 12/2024
Broadview Financial Advisors Ft. Mitchell KY 12/2024 Present
  • 08/2016 → 08/2020
    Covington Catholic High School
    Park Hills, KY
  • 08/2020 → 05/2024
    University Of Kentucky
    Lexington, KY
  • 05/2024 → 12/2024
    New York Life Insurance Company
    Louisville, KY
  • 12/2024 → Present
    Broadview Financial Advisors
    Ft. Mitchell, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-05
  • S66 Uniform Combined State Law Examination
    2026-02-05

View on SEC IAPD

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MARK CHARLES LINDLOFF
DEAN RUSSELL INMAN
SONIA KAY DEMOSS
BRIAN SCOTT TEWES

Other Offices

PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
AMERIPRISE FINANCIAL SERVICES, LLC · Fort Mitchell, KY
OSAIC WEALTH, INC. · Fort Mitchell, KY
OSAIC WEALTH, INC. · FORT MITCHELL, KY
VALMARK ADVISERS, INC. · FORT MITCHELL, KY
OSAIC WEALTH, INC. · FORT MITCHELL, KY
HORAN WEALTH, LLC · Fort Mitchell, KY

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