Cindy S. Bojanski

VALMARK ADVISERS

Elkhorn, NE 68022

Some features on this profile are disabled

CRD#: 4351745

Professional summary

Cindy S Bojanski, CFP®, who also goes by Cindy S Bojanski, Cindy Sue Bojanski, Cindy S Knust, Cindy Sue Knust, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Elkhorn, Nebraska and VALMARK SECURITIES, INC. located in Elkhorn, Nebraska.

Cindy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Cindy has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cindy S Bojanski | Cindy Sue Bojanski | Cindy S Knust | Cindy Sue Knust

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.) St. Patrick's Church; Fremont, NE; Endowment Committee Member; Discuss Endowment accounts, distributions and strategies; not investment related; 1-5 hours/month; no compensation./// 2.) 4-3 Health; Lincoln, NE; Co-owner of Orthotic and Bracing Company; not investment related; 1-5 hours/ month; compensation is pass through income through a K-1 based on ownership percentage./// 3.) Rental property; Lincoln, NE; Co-owner of property; not investment related; 1-5 hours/month; compensation is rental income./// 4.) Insurance Partners; 11225 College Blvd # 105, Overland Park, KS 66210; Agent; Disability insurance sales; NOT Investment Related; Start Date 5/24/2023; Approximately 1-5 hrs. per month; Commission for disability insurance sales./// 5.) Coordinated Planning; 20507 Nicholas Circle, Ste. 108, Elkhorn, NE 68022; Financial Advisor; YES Investment Related; Start Date 1/2019; Approximately 40+ hrs. per month; W-2 and 1099 income./// 6.) Midland University; 900 N Clarkson, Fremont, NE 68025; Adjunct Professor; I will be teaching one course in the Fall 2024 semester. The course is Financial Institutions and Markets; NOT Investment Related; Start Date 08/19/2024; Approximately 6-10 hrs. per month; I will be paid $2500 for this course.///

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cindy S Bojanski's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2005

Experience

Current

April 14, 2022 - Present

VALMARK ADVISERS, INC.

Office #1: 20507 Nicholas Circle, Ste. 108, Elkhorn, NE 68022

RIA

CRD#: 108050

Elkhorn, NE

Current

March 14, 2022 - Present

VALMARK SECURITIES, INC.

Office #1: 20507 Nicholas Circle, Ste. 108, Elkhorn, NE 68022

CRD#: 31243

Elkhorn, 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

CRD#: 6413

OMAHA, NE

Past

February 21, 2019 - September 1, 2020

CETERA ADVISORS LLC

RIA

CRD#: 10299

OMAHA, NE

Past

February 14, 2019 - September 1, 2020

CETERA ADVISORS LLC

CRD#: 10299

OMAHA, NE

Past

March 4, 2015 - January 23, 2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

FREMONT, NE

Past

January 21, 2015 - January 23, 2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

FREMONT, NE

Past

September 23, 2005 - April 9, 2010

CETERA INVESTMENT SERVICES LLC

RIA

CRD#: 15340

FREMONT, NE

Past

July 5, 2001 - December 31, 2004

CETERA INVESTMENT SERVICES LLC

RIA

CRD#: 15340

FREMONT, NE

Past

March 21, 2001 - April 9, 2010

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

FREMONT, NE

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

Illinois
(11/20/2023)

Iowa
(4/13/2022)

IAR

Iowa
(4/18/2022)

IAR

Nebraska
(4/14/2022)

Nebraska
(4/15/2022)

Oklahoma
(7/21/2025)

IAR

Oklahoma
(7/21/2025)

IAR

Texas
(11/5/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/12/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/21/2015

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VALMARK ADVISERS WEALTH MANAGEMENT SOLUTIONS ADV PART 2A APPENDIX 1-WRAP FEE PROGRAM BROCHURE (6/16/2025)

VALMARK ADVISERS, INC SEC FORM 2A FIRM BROCHURE (6/16/2025)

Regulatory assets under management

Total Number of Accounts	19,096
AUM (Assets Under Management)	$ 8,379,181,235

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.

Similar Advisors

Byron Smith

OSAIC WEALTH, INC.

IAR

OMAHA, NE

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Cindy S. Bojanski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cindy S Bojanski's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALMARK SECURITIES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT SERVICES LLC

Primary Firm SEC Registration

VALMARK ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/12/2015

SIE

Date: 10/1/2018

Series 7

Date: 1/21/2015

FINRA

Current Firm

VALMARK ADVISERS, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VALMARK ADVISERS, INC.

TRUST BUT VERIFY

Similar Advisors