William J. Boersma

VALMARK ADVISERS

Grand Rapids, MI 49503

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CRD#: 2374092

Professional summary

William Julius Boersma, CLU®, who also goes by Bill Boersma, William J Boersma, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Grand Rapids, Michigan and VALMARK SECURITIES, INC. located in Grand Rapids, Michigan.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. William has worked at 7 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 6, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Boersma | William J Boersma

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. OWNER OF OPPORTUNITY CONCEPTS LLC - NON INVESTMENT RELATED; STARTED IN 2004; Insurance Consulting on Fixed Life Insurance and offering litigation support/expert witness services; Approximately 100 hrs. per month, compensated by distributions. /// 2. LAWSON INSURANCE SERVICES INC. - SALE AND DISTRIBUTION OF INSURANCE PRODUCTS; Owner/President; NOT Investment Related; Start date 2001; Approximately 6-10 hrs. per month; Paid via Payroll./// 3. 1444 Michigan St, LLC; owner of office business for rent; start 2014; Managing Office Building; not investment related; 6-10 hours/month; rental income./// 4, 345Mayfield, LLC; 4440 Leonard St NE, Grand Rapids, MI 49525; Member; Real estate management; NOT Investment Related; Start Date 2016; 100% owner; Approximately 1-5 hrs. per month; Rental profits.///

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Julius Boersma's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CLU^®

Chartered Life Underwriter

Experience

Current

August 30, 2022 - Present

VALMARK ADVISERS, INC.

Office #1: 1444 Michigan St., Suite 1, Grand Rapids, MI 49503

RIA

CRD#: 108050

Grand Rapids, MI

Current

October 27, 2020 - Present

VALMARK SECURITIES, INC.

Office #1: 1444 Michigan St., Suite 1, Grand Rapids, MI 49503

CRD#: 31243

Grand Rapids, MI

Past

April 27, 2007 - November 2, 2009

FIRST HEARTLAND CAPITAL, INC.

CRD#: 32460

GRAND RAPIDS, MI

Past

November 7, 2001 - June 4, 2004

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Past

February 2, 2000 - December 31, 2001

VERAVEST INVESTMENTS, INC.

CRD#: 3960

WORCESTER, MA

Past

November 21, 1996 - January 19, 2000

OGILVIE SECURITY ADVISORS CORPORATION

CRD#: 10105

CHICAGO, IL

Past

August 10, 1993 - November 21, 1996

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VALMARK ADVISERS, INC.

VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564

RIA

Registered Investment Advisory firm - (5/29/1998 Approved)

Wyoming

Registered Investment Advisory firm - (8/11/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(10/4/2021)

Florida
(1/3/2023)

Illinois
(1/6/2022)

Michigan
(11/17/2020)

IAR

Michigan
(8/30/2022)

Pennsylvania
(9/29/2022)

Washington
(9/13/2022)

Wyoming
(1/3/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/30/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/29/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 10/27/2020

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/14/2020

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/26/2007

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 8/4/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/25/2001

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

VALMARK ADVISERS, INC.

VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564

RIA

Registered Investment Advisory firm - (5/29/1998 Approved)

Wyoming

Registered Investment Advisory firm - (8/11/2017 Terminated)

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Contact information

Main Address

130 Springside Drive Suite 300, Akron, OH 44333

Mailing Address

Phone number

(800) 765-5201

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VALMARK ADVISERS WEALTH MANAGEMENT SOLUTIONS ADV PART 2A APPENDIX 1-WRAP FEE PROGRAM BROCHURE (6/16/2025)

VALMARK ADVISERS, INC SEC FORM 2A FIRM BROCHURE (6/16/2025)

Regulatory assets under management

Total Number of Accounts	19,096
AUM (Assets Under Management)	$ 8,379,181,235

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

William J. Boersma

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Julius Boersma's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALMARK SECURITIES, INC.

FIRST HEARTLAND CAPITAL, INC.

OSAIC FS, INC.

VERAVEST INVESTMENTS, INC.

OGILVIE SECURITY ADVISORS CORPORATION

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

VALMARK ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/30/2022

Series 63

Date: 10/29/2020

Series 6TO

Date: 10/27/2020

SIE

Date: 10/14/2020

Series 6

Date: 4/26/2007

Series 7

Date: 8/4/2000

Series 24

Date: 1/25/2001

FINRA

Current Firm

VALMARK ADVISERS, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VALMARK ADVISERS, INC.

TRUST BUT VERIFY

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