Brandon Daniel Dirkschneider
Investment adviser representative at Valmark Advisers, Inc.
13 yearsExperience
6 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
13 years in the industry.
- Valmark Advisers, Inc.Mar 2022 to now
- Valmark Securities, Inc.Mar 2022 to now
- D Financial Inc.Aug 2016 to now
- Insurance Design ManagementJan 2014 to now
- LPL Financial LLCAug 2020 to Jan 2022
- Cetera Advisors LLCJan 2013 to Aug 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 6 states (CA, IA, IL, KS, KY, NE).
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
- 3236108
- Firm CRD
- 108050