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David Mathers

Valmark Advisers, Inc.

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About David Mathers

David Mathers is a financial advisor with Valmark Advisers, Inc., based in Menomonee Falls, Wisconsin. David is a registered Investment Advisor Representative (IAR) in Arkansas, Illinois, and Wisconsin. David has been in the financial industry since 2018. David also works with Private Wealth Advisers LLC. David is a Series 63, 65, 7, 79 and SIE licensed advisor.

Firm Information

David Mathers is currently registered with Valmark Advisers, Inc.. Valmark Advisers, Inc. is a financial advisory firm based in Akron, Ohio. They offer a range of services including financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. The firm has over 260 licensed agents and manages approximately $7.03 billion in assets.
Valmark Advisers, Inc.

130 SPRINGSIDE DRIVE

AKRON, OH 44333

$7.03B

Assets Under Management

323

Total Clients

248

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Mathers’s Registration & Firm History

WI

03/20/2023 - Present

Valmark Advisers, Inc. (Menomonee Falls WI)

WI

08/02/2019 - 04/06/2021

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 04/03/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/08/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/20/2023

Series 7TO - General Securities Representative Examination

BC

Issued 08/02/2019

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 07/02/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Mathers.
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