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Mark Leyden

VALMARK SECURITIES
Indianapolis, IN
·CRD# 2433065·32 years experience

Professional Summary

Mark Leyden is a registered financial advisor currently at VALMARK SECURITIES, INC. located in Indianapolis, Indiana. Mark is registered as a RR (Registered Representative) and started their career in finance in 1994. Mark has worked at 9 firms and has passed the Series 63, Series 65, Series 6TO, SIE, Series 7 and Series 6 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

32 years in the financial services industry

Current & Past Employments

VALMARK SECURITIES, INC.·CRD# 31243
BD
3815 River Crossing Parkway Suite 100 , Indianapolis, IN 46240
July 3, 2025 - Present
LION STREET FINANCIAL, LLC·CRD# 165828
BD
Indianapolis, IN
July 15, 2020 - July 3, 2025
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
RIA
Indianapolis, IN
January 4, 2010 - July 26, 2010
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
Indianapolis, IN
January 4, 2010 - July 26, 2010
CREATIVE FINANCIAL DESIGNS, INC.·CRD# 109032
RIA
Indianapolis, IN
December 7, 2007 - December 8, 2008
CFD INVESTMENTS, INC.·CRD# 25427
BD
Indianapolis, IN
November 26, 2007 - December 8, 2008
FIFTH THIRD SECURITIES, INC.·CRD# 628
RIA
Indianapolis, IN
March 18, 2005 - August 28, 2006
FIFTH THIRD SECURITIES, INC.·CRD# 628
BD
Indianapolis, IN
September 18, 2003 - August 28, 2006
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
St. Louis, MO
July 1, 2003 - August 19, 2003
PRUDENTIAL EQUITY GROUP, LLC·CRD# 7471
BD
New York, NY
May 24, 2000 - July 1, 2003
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Springfield, MA
February 23, 1994 - May 12, 2000

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Current Firm

VS
VALMARK SECURITIES, INC.

VALMARK SECURITIES, INC.

CRD#: 31243 / SEC#: 8-45463
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

130 Springside Drive Suite 300, Akron, OH 44333-2431

Mailing Address

130 Springside Drive Suite 300, Akron, OH 44333-2431

Phone Number

(800) 765-5201

Established

Ohio since 12/08/1992

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Medium

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
VALMARK INVESTMENTS, LLCSHAREHOLDER—
CALLAHAN, CALEB JONATHANEVP, CHIEF OPERATING OFFICER5011454
KOZENKO, ELIZABETH ERINFINOP6218110
RYBKA, LAWRENCE JOSEPHPRESIDENT, CEO1661511
WILBURN, DOUGLAS FREDERICKCHIEF COMPLIANCE OFFICER/GENERAL COUNSEL1407686

Disclosures

Regulatory Event

4

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Indiana
(7/3/2025)
RR
Minnesota
(7/3/2025)
RR
South Carolina
(7/3/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2020About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed May 1997About the Series 65 exam

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

Passed Jul 2020About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed May 2020About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 2001About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Feb 1994About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Mark Leyden's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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