KC
Kurt A. Creamer
VALMARK ADVISERS
MASON, MI 48854
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CRD#: 4372207
KC
Professional summary
Kurt Allen Creamer is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Mason, Michigan and VALMARK SECURITIES, INC. located in Mason, Michigan.
Kurt is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Kurt has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 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) ASH STREET REDEVELOPMENT, LLC; REDEVELOPMENT OF COMMERCIAL & RESIDENTIAL PROPERTIES; MEMBER; INPUT ON DEVELOPMENT AND OVERSIGHT OF PROJECT; NOT INVESTMENT RELATED; K-1 PER YEAR END TAX RETURNS./// 2) KA Creamer LLC, 140 E Ash Street, Mason, MI 48854; Sole Owner; YES Investment Related; Start Date 2011; Approximately 40+ hrs. per month; All commissions and fees pass through the entity for tax purposes./// 3) The Pocket; start 02/2025; Guitarist; Member of a band that plays private parties, music festivals and special events; not investment related; 11-20 hours/month; compensation varies by event.//
CRS (Client Relationship Summary) - RIA
Click below to view Kurt Allen Creamer'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
May 5, 2011 - Present
VALMARK ADVISERS, INC.
Office #1: 140 E. Ash Street, Mason, MI 48854RIA
CRD#: 108050
MASON, MI
Current
April 26, 2011 - Present
VALMARK SECURITIES, INC.
Office #1: 140 E. Ash Street, Mason, MI 48854BD
CRD#: 31243
Mason, MI
Past
May 11, 2010 - March 23, 2011
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
LANSING, MI
Past
May 16, 2007 - March 23, 2011
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
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
IAR
Arizona(2/10/2012)
RR
Arizona(1/16/2024)
IAR
Arkansas(1/26/2015)
IAR
California(5/13/2011)
RR
California(12/22/2023)
IAR
Colorado(10/8/2025)
IAR
Florida(6/2/2011)
RR
Florida(4/12/2024)
IAR
Illinois(5/5/2011)
IAR
Indiana(5/6/2011)
IAR
Kentucky(1/10/2025)
IAR
Maryland(6/18/2019)
RR
Maryland(6/24/2019)
IAR
Massachusetts(6/8/2011)
RR
Michigan(5/3/2011)
IAR
Michigan(5/6/2011)
IAR
Minnesota(2/12/2014)
IAR
Missouri(10/12/2012)
RR
North Carolina(2/27/2020)
IAR
North Carolina(1/8/2021)
IAR
Ohio(5/9/2011)
IAR
Pennsylvania(7/13/2012)
IAR
South Carolina(8/1/2022)
IAR
Texas(5/18/2011)
RR
Texas(4/3/2019)
IAR
Virginia(7/17/2015)
IAR
Washington(5/29/2024)
IAR
Wisconsin(5/16/2011)
RR
Wisconsin(3/7/2024)
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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Company Information
VALMARK ADVISERS, INC.
CRD#: 108050Mason, MI 48854TRUST BUT VERIFY
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