Thomas George Anderson
Investment adviser representative at Valmark Advisers, Inc.
27 yearsExperience
3 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
27 years in the industry.
- Valmark Advisers, Inc.Sep 2022 to now
- Valmark Securities, Inc.Sep 2022 to now
- Kansas City LifeJun 2017 to now
- Mutual of OmahaDec 2016 to now
- Avantax Insurance Agency, LLCDec 2019 to Sep 2022
- Avantax Advisory ServicesJan 2014 to Sep 2022
- Avantax Investment Services, Inc.Dec 2007 to Sep 2022
- Schad, Lindstrand & Schuth LtdNov 2007 to Nov 2023
- Sls IncNov 2007 to Nov 2023
- The SignpostSep 1999 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 3 states (FL, MN, OH).
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
- 4764223
- Firm CRD
- 108050