Teddy Milbrandt
Investment adviser representative at Valmark Advisers, Inc.
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Valmark Advisers, Inc.Feb 2026 to now
- Valmark SecuritiesFeb 2026 to now
- Applied Financial Concepts, IncNov 2025 to now
- DoordashSep 2025 to now
- New York Life Insurance CompanyJun 2025 to Nov 2025
- UnemployedMay 2025 to Jun 2025
- Avery DennisonJan 2023 to May 2025
- The Office of the Controller of the CurrencyJun 2022 to Dec 2022
- Avery DennisonMar 2018 to May 2022
- Classic Auto GroupDec 2017 to Mar 2018
- Wal-martOct 2016 to Dec 2017
- Army National GuardOct 2012 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 8119208
- Firm CRD
- 108050