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DS

Donald B. Svenson

Some features on this profile are disabled
CRD#: 2674496
DS

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Donald Bradley Svenson, who also goes by Brad Svenson, D Bradley Svenson, was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 1995. Donald had worked at 9 firms and has passed the SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Brad Svenson | D Bradley Svenson

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)Cirrus Wealth Management;investment related;6060 Rockside Woods Blvd,#141,Cleveland,OH 44131;financial services;financial advisor;1/1/2015;160 hrs/month;6.5 hrs during trading;financial advisor 2)Fixed insurance approved with various carriers;investment related;insurance sales;agent;6/1984;2 hrs/month;0 hrs during trading;insurance sales

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

July 6, 2023 - March 3, 2025

VALMARK SECURITIES, INC.

BD
CRD#: 31243
Avon Lake, OH
Past

April 25, 2018 - June 28, 2023

TRIAD ADVISORS LLC

BD
CRD#: 25803
Cleveland, OH
Past

May 2, 2016 - October 20, 2023

CIRRUS WEALTH MANAGEMENT

RIA
CRD#: 282108
CLEVELAND, OH
Past

May 7, 2010 - July 6, 2016

REHMANN WEALTH

RIA
CRD#: 123047
WESTLAKE, OH
Past

March 12, 2010 - April 25, 2018

OSAIC WEALTH, INC.

BD
CRD#: 23131
CLEVELAND, OH
Past

July 16, 2008 - March 29, 2010

DAWSON WEALTH MANAGEMENT

RIA
CRD#: 107375
CLEVELAND, OH
Past

January 1, 2004 - March 15, 2010

CETERA ADVISORS LLC

BD
CRD#: 10299
CLEVELAND, OH
Past

April 29, 1997 - January 1, 2004

VESTAX SECURITIES CORPORATION

BD
CRD#: 10332
HUDSON, OH
Past

October 24, 1995 - May 12, 1997

ARAGON FINANCIAL SERVICES, INC.

BD
CRD#: 16023
IRVINE, CA

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 10/23/1995
Investment Company Products/Variable Contracts Representative Examination

Current Firm

VS
VALMARK SECURITIES, INC.
VALMARK SECURITIES, INC.

CRD#: 31243 / SEC#: , 8-45463

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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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
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Event4

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.

Company Information

VALMARK SECURITIES, INC.

CRD#: 31243

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