Robert Angus Macarthur
Investment adviser representative at Valmark Advisers, Inc.
36 yearsExperience
14 statesRegistered in
CFP® certificationDesignation
$10.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
36 years in the industry.
- Valmark Advisers, Inc.Jun 2021 to now
- Valmark Securities, Inc.Jun 2021 to now
- Macarthur Financial, LLCMay 2021 to now
- Northwestern Mutual Wealth Management CompanyJan 2016 to May 2021
- Northwestern Mutual Investment Services, LLCMar 1994 to May 2021
- Northwestern Mutual Life InsuranceSep 1990 to May 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 14 states (CA, CT, FL, ID, IN, MA, ME, NJ, NY, PA, RI, SC, VA, WA).
Valmark Advisers, Inc.
Legal name: Valmark Advisers Inc
$10.2BAssets managed
14,890Clients
265Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2230626
- Firm CRD
- 108050