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Jodi Baumann

Valmark Securities, Inc.

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About Jodi Baumann

Jodi Baumann is a financial advisor with Valmark Securities, Inc. Jodi has been working in the financial industry since 2008. Jodi has her Series 7, Series 6, Series 63, and Series 6TO licenses. Jodi has a strong background in the investment industry and is committed to providing her clients with the best possible service. She is registered to provide financial advice in Wisconsin, Minnesota, and South Dakota.

Firm Information

Jodi Baumann is currently registered with Valmark Securities, Inc.. Valmark Securities, Inc. is a Corporation that was formed on December 8, 1992. It is registered in 51 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

111

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.

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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Jodi Baumann’s Registration & Firm History

OH

06/20/2022 - Present

Valmark Securities, Inc. (AKRON OH)

WI

06/30/2015 - 10/18/2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GERMANTOWN WI)

WI

07/18/2008 - 04/18/2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MENOMONEE FLS WI)

IL

01/02/2003 - 10/16/2006

ROTHSCHILD INVESTMENT CORPORATION (CHICAGO IL)

WI

07/21/1999 - 08/21/2000

STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)

NA

08/22/1995 - 07/25/1997

STRONG FUNDS DISTRIBUTORS, INC.

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Licenses & Designations

BC

Issued 02/25/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/20/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/13/2022

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/2002

Series 7 - General Securities Representative Examination

BC

Issued 08/21/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jodi Baumann.
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