David Mathers
Investment adviser representative at Valmark Advisers, Inc.
11 yearsExperience
5 statesRegistered in
$10.2BFirm assets
28 yearsFirm in business
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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.Mar 2023 to now
- Valmark Advisors, Inc.Mar 2023 to now
- Valmark Securities, Inc.Feb 2023 to now
- Johnson Controls InternationalFeb 2022 to Mar 2024
- Periscope EquityJun 2021 to Dec 2021
- Robert W. BairdJul 2019 to Mar 2021
- University of Wisconsin-madisonAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 5 states (CO, FL, IL, MN, 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
- 6597555
- Firm CRD
- 108050