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Glen Alan Ladau

Investment adviser representative at Valmark Advisers, Inc.
32 yearsExperience
22 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

32 years in the industry.

  1. Valmark Advisers, Inc.Jun 1999 to now
  2. Valmark Securities, Inc.Jan 1999 to now
  3. Minnesota MutualAug 1995 to now
  4. Matrix Financial GroupAug 1994 to now

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995

State registrations

Registered as an investment adviser representative in 22 states (AZ, CA, CO, CT, DC, FL, GA, IA, IL, KY, MD, MI, MN, NC, NJ, NY, OH, PA, SC, TX, 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
2569727
Firm CRD
108050
Advisor's SEC record (opens in a new tab)
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