Dylan Campbell Costello
Investment adviser representative at Valmark Advisers, Inc.
11 yearsExperience
11 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.Jul 2022 to now
- Valmark Securities, Inc.Jun 2022 to now
- Minnesota LifeDec 2018 to now
- Securian Financial Services Inc.Dec 2018 to now
- Tax and Financial GroupDec 2018 to now
- Innovative Metal IndustriesOct 2017 to Dec 2018
- Air Care Ambulance CompanyMar 2017 to Jul 2017
- Pizza Port Brewing CompanyOct 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 11 states (AZ, CA, CO, FL, MN, NC, NY, OK, OR, PA, 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
- 7052071
- Firm CRD
- 108050