Mikhail Veselov
Investment adviser representative at Valmark Advisers, Inc.
16 yearsExperience
6 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
16 years in the industry.
- Valmark Advisers, Inc.Jan 2022 to now
- Valmark Securities, IncDec 2021 to now
- Capital Formation GroupOct 2021 to now
- Longy School of Music of Bard CollegeSep 2017 to now
- Neave TrioSep 2010 to now
- Needham Public SchoolsSep 2018 to Sep 2021
- LyftJun 2016 to May 2021
- UberJun 2016 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 6 states (MA, NY, OH, SD, VA, VT).
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
- 7454275
- Firm CRD
- 108050