GL
Glen A. Ladau
VALMARK ADVISERS
BOCA RATON, FL 33433
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CRD#: 2569727
GL
Professional summary
Glen Alan Ladau, CFP® is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Boca Raton, Florida and VALMARK SECURITIES, INC. located in Boca Raton, Florida.
Glen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Glen has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Investment Planning
Insurance Planning
Tax Planning
Estate Planning
Retirement Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
None
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.FEES FOR ACCOUNTING SERVICES. THIS IS NOT INVESTMENT-RELATED.///
2. INSURANCE COMMISSIONS AND TRAILS ON LIFE INSURANCE, LONG-TERM CARE AND DISABILITY.///
3.ADVISORY (RIA) FEES.
4.W-2 EMPLOYMENT/SALARY FROM MATRIX FINANCIAL GROUP.
CRS (Client Relationship Summary) - RIA
Click below to view Glen Alan Ladau's 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®
CFP®
Start date: 1996
Experience
Current
June 22, 1999 - Present
VALMARK ADVISERS, INC.
Office #1: 7284 W. Palmetto Park Rd. #206, Boca Raton, FL 33433RIA
CRD#: 108050
BOCA RATON, FL
Current
September 9, 1997 - Present
VALMARK SECURITIES, INC.
Office #1: 7284 W. Palmetto Park Rd. #206, Boca Raton, FL 33433BD
CRD#: 31243
Boca Raton, FL
Past
August 23, 1995 - September 18, 1997
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
ST. PAUL, MN
Past
February 24, 1995 - August 30, 1995
LOCUST STREET SECURITIES, INC.
BD
CRD#: 1703
DES MOINES, IA
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".
VA
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)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.RR
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
RR
Arizona(2/12/1998)
IAR
Arizona(6/6/2024)
RR
Arkansas(1/7/2021)
RR
California(10/22/1997)
IAR
California(3/6/2019)
RR
Colorado(3/11/2005)
IAR
Colorado(9/17/2025)
RR
Connecticut(4/22/2002)
IAR
Connecticut(6/19/2014)
IAR
District of Columbia(5/12/2021)
RR
Florida(9/9/1997)
IAR
Florida(6/22/1999)
RR
Georgia(8/12/2016)
IAR
Georgia(9/22/2016)
RR
Illinois(11/15/2010)
IAR
Illinois(4/9/2019)
RR
Iowa(10/14/2020)
IAR
Iowa(10/14/2020)
RR
Kansas(2/25/2015)
RR
Kentucky(5/7/2015)
IAR
Kentucky(7/27/2023)
RR
Maryland(9/9/1997)
IAR
Maryland(2/26/2016)
RR
Massachusetts(9/18/2006)
RR
Michigan(5/13/2011)
IAR
Michigan(5/18/2011)
IAR
Minnesota(12/4/2017)
RR
Minnesota(6/6/2018)
RR
Missouri(1/22/2019)
RR
Nevada(2/7/2019)
RR
New Hampshire(1/14/2010)
RR
New Jersey(9/9/1997)
IAR
New Jersey(6/8/2022)
RR
New York(9/9/1997)
IAR
New York(4/6/2021)
RR
North Carolina(9/9/1997)
IAR
North Carolina(1/4/2010)
RR
Ohio(11/3/2015)
IAR
Ohio(12/6/2019)
RR
Oregon(8/17/2012)
RR
Pennsylvania(4/24/2000)
IAR
Pennsylvania(7/22/2013)
RR
South Carolina(8/31/2007)
IAR
South Carolina(1/31/2022)
RR
Tennessee(1/26/2021)
IAR
Texas(11/16/2023)
RR
Texas(11/5/2025)
RR
Virginia(5/23/2018)
IAR
Virginia(6/4/2018)
RR
Washington(2/15/2005)
IAR
Washington(2/1/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VA
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VALMARK ADVISERS, INC.
CRD#: 108050Boca Raton, FL 33433TRUST BUT VERIFY
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Contact information
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