MH
Michael S. Heath
VALMARK ADVISERS
Mason, MI 48854
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CRD#: 2791074
MH
Professional summary
Michael Scott Heath is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Mason, Michigan and VALMARK SECURITIES, INC. located in Mason, Michigan.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Michael has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
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) 11563 Hidden Spring Trail, DeWitt, MI 48820; Officiating Collegiate Football and High School Football ; not investment related; started 09/1/17; 6 hours per week during trading hours and 6 hours during non trading hours in the months August - December; official for high school/youth football. compensation cash per game/// 2) First Church Christ Scientist Greater Lansing; 709 E. Grand River, East Lansing, MI 48823; Substitute Reader, Read from Bible during church services; NOT Investment Related; Start Date 02/01/2024; Approximately 1-5 hrs. per month; $75 per substitution occasion.///
CRS (Client Relationship Summary) - RIA
Click below to view Michael Scott Heath'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®
NoneExperience
Current
January 4, 2018 - Present
VALMARK ADVISERS, INC.
Office #1: 140 E. Ash Street, Mason, MI 48854RIA
CRD#: 108050
Mason, MI
Current
January 2, 2018 - Present
VALMARK SECURITIES, INC.
Office #1: 140 E. Ash Street, Mason, MI 48854BD
CRD#: 31243
Mason, MI
Past
September 29, 2014 - January 31, 2018
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Dewitt, MI
Past
April 9, 2014 - January 31, 2018
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Dewitt, MI
Past
October 16, 2006 - July 11, 2014
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
OKEMOS, MI
Past
October 1, 2001 - October 20, 2006
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
LANSING, MI
Past
November 15, 1996 - September 28, 2001
CENTENNIAL FINANCIAL SERVICES, INC.
BD
CRD#: 15819
LANSING, MI
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
California(1/2/2018)
IAR
California(1/4/2018)
RR
Colorado(1/2/2018)
IAR
Colorado(1/5/2018)
IAR
Florida(2/22/2022)
RR
Florida(1/24/2023)
RR
Indiana(1/2/2018)
IAR
Indiana(1/4/2018)
RR
Louisiana(1/2/2018)
IAR
Louisiana(1/8/2018)
RR
Massachusetts(1/2/2018)
IAR
Massachusetts(1/29/2018)
RR
Michigan(1/2/2018)
IAR
Michigan(1/4/2018)
RR
Minnesota(1/2/2018)
IAR
Minnesota(2/4/2018)
RR
Missouri(10/20/2022)
IAR
Missouri(10/20/2022)
RR
Ohio(2/14/2025)
IAR
Ohio(2/18/2025)
IAR
Texas(8/24/2022)
RR
Texas(3/28/2024)
RR
Washington(9/11/2025)
IAR
Washington(9/11/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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#: 108050Mason, MI 48854TRUST BUT VERIFY
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