Cindy S Bojanski
Investment adviser representative at Valmark Advisers, Inc.
11 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
11 years in the industry.
- Valmark Advisers, Inc.Feb 2022 to now
- Valmark Securities, Inc.Feb 2022 to now
- Insurance Design ManagementJan 2019 to now
- LPL Financial LLCAug 2020 to Jan 2022
- Cetera Advisors LLCFeb 2019 to Aug 2020
- Northwestern Mutual Wealth Management CompanyJan 2016 to Jan 2019
- Northwestern Mutual Investment Services LLCJan 2015 to Jan 2019
- Northwestern Mutual Life Insurance CompanyJan 2015 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 6 states (AR, IA, IL, NE, OK, TX).
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
- 4351745
- Firm CRD
- 108050