David Christopher Heine
Investment adviser representative at Valmark Advisers, Inc.
14 yearsExperience
10 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
14 years in the industry.
- Valmark Advisers, Inc.Sep 2022 to now
- Valmark Securities, Inc.Sep 2022 to now
- Sls Inc.Nov 2019 to now
- Avantax Advisory ServicesNov 2019 to Sep 2022
- Avantax Insurance Agency, LLCNov 2019 to Sep 2022
- Avantax Investment Services, Inc.Nov 2019 to Sep 2022
- Pruco Securities, LLCApr 2012 to Nov 2019
- Prudential Advisors-twin Cities Financial GroupApr 2012 to Nov 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 10 states (CO, FL, MN, NC, OH, SD, TX, UT, WA, 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
- 6056054
- Firm CRD
- 108050