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Tyler David Denholm

Investment adviser representative at Valmark Advisers, Inc.
19 yearsExperience
11 statesRegistered in
CFADesignation
$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

19 years in the industry.

  1. Valmark Advisers, Inc.Oct 2015 to now
  2. Valmark Securities, Inc.May 2007 to now

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 11 states (CA, FL, IN, MA, ME, MI, MN, NC, OH, VA, 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
5340891
Firm CRD
108050
Advisor's SEC record (opens in a new tab)
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