BD
Brandon D. Dirkschneider
VALMARK ADVISERS
Elkhorn, NE 68022
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CRD#: 3236108
BD
Professional summary
Brandon Daniel Dirkschneider, CFP®, who also goes by Brandon D Dirkschneider, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Elkhorn, Nebraska and VALMARK SECURITIES, INC. located in West Point, Nebraska.
Brandon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Brandon has worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brandon D Dirkschneider
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.) INSURANCE DESIGN MANAGEMENT, LLC - Insurance Agency; Omaha, NE; Insurance sales; investment related; start: 08/2015; 200 hours/month. /// 2.) D FINANCIAL INC. Blair, NE; Owner of Business Entity For Tax/Investment Purposes; not investment related; start: 08/2016. /// 3.) Cattle Ownership - Not Investment Related - Home Based - Other-Buying and Selling Cattle - Owner - Start Date: 03/01/2020 - 6 Hours Per Month/0 Hours During Securities Trading/// 4.) Board member; International Farm Transition Network; Ames, IA; Non profit organization to educate the public on succession planning issues; start 06/2020; not investment related; no compensation. /// 5.) St. Francis Borgia; Blair, NE; Finance Committee Member of Catholic Parish; start- 07/2014; not investment related; no compensation./// 6.) Knights of Columbus; Blair, NE; Board Member; Charitable works and service to our parish and community; start 06/2008; no compensation./// 7.) The Johnson Company; Ashland, NE; Successor/Agent; Fixed Insurance Sales; Service current client's and transition relationships; 11-20 hours/month; not investment related; compensation in the form of commissions./// 8.)United Way of the Midlands; Omaha, NE; start 06/2022; Finance Committee Member for Non-profit; Assist and review annual budget items and review the investment policy statement; not investment related./// 9.)Coordinated Planning; Elkhorn, NE; Member; 25% owner; start 12/2022; Financial Planning and Investment Advisory services; Insurance Consultation, financial planning, client education; investment related. /// 10.) Bailey and Dineen Financial Group LLC; 20507 Nicholas Circle, Ste 108, Elkhorn, NE 68022; Financial Planning; Owner/Member; Director of Case Management; YES Investment Related; Start Date 12/01/2022; Approximately 21-40 hrs. per month; Compensated by K-1 and W2 income. /// 11.) Rental Property; 1590 A Road West Point, NE 68788; NOT Investment Related; Start date 07/01/2024; I own 100% if the property; Approximately 1-5 hrs. per month; Rental income to myself./// 12.) The River Bluff Cabin LLC; 338 S. Farragut Street West Point, NE 68788; Rental Property to be listed on VRBO; Single Member LLC; Property Management; NOT investment related; Start date 06/01/2025; I own 100% of the property and LLC interest; 1-5 hrs approximate per month; All net income we be paid out to myself as owner./// 13.) St. Mary's Catholic Church; 343 N Monitor St, West Point, NE 68788; Parish Council; Board Member; Providing guidance on issues facing the parish and its members; NOT Investment Related; Start Date 06/21/2024; Approximately 1-5 hrs. per month; No compensation is applicable.///
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Daniel Dirkschneider'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: 2007
Experience
Current
March 18, 2022 - Present
VALMARK ADVISERS, INC.
Office #1: 20507 Nicholas Circle, Ste. 108, Elkhorn, NE 68022RIA
CRD#: 108050
Elkhorn, NE
Current
March 14, 2022 - Present
VALMARK SECURITIES, INC.
Office #1: 745 South Railroad, West Point, NE 68788Office #2: 20507 Nicholas Circle, Ste. 108, Elkhorn, NE 68022BD
CRD#: 31243
West Point, NE
Past
September 4, 2020 - February 23, 2022
LPL FINANCIAL LLC
RIA
CRD#: 6413
OMAHA, NE
Past
August 28, 2020 - February 23, 2022
LPL FINANCIAL LLC
BD
CRD#: 6413
OMAHA, NE
Past
January 7, 2011 - September 1, 2020
CETERA ADVISORS LLC
RIA
CRD#: 10299
OMAHA, NE
Past
December 17, 2010 - September 1, 2020
CETERA ADVISORS LLC
BD
CRD#: 10299
OMAHA, NE
Past
January 24, 2003 - December 20, 2010
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
OMAHA, NE
Past
June 18, 1999 - January 28, 2003
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
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
IAR
California(8/13/2025)
RR
California(8/14/2025)
IAR
Illinois(12/1/2023)
IAR
Iowa(3/18/2022)
RR
Iowa(3/21/2022)
IAR
Kansas(4/22/2024)
RR
Kansas(8/6/2025)
RR
Kentucky(5/25/2022)
IAR
Kentucky(6/21/2024)
RR
Nebraska(3/21/2022)
IAR
Nebraska(3/21/2022)
RR
New York(5/15/2024)
RR
Texas(4/15/2025)
Exams
State Security Law 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#: 108050Elkhorn, NE 68022TRUST BUT VERIFY
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