Robert Alan Mathers
Investment adviser representative at Valmark Advisers, Inc.
16 yearsExperience
4 statesRegistered in
PFSDesignation
$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
16 years in the industry.
- Quarles & BradyAug 2022 to now
- Valmark Advisers, Inc.Nov 2010 to now
- Valmark Securities, Inc.Oct 2010 to now
- Vonbriesen& Roper, S.C.Mar 2016 to Aug 2022
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 4 states (CO, FL, IL, WI).
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
- 3168798
- Firm CRD
- 108050