Michael C. Michlitsch

VALMARK ADVISERS

ST. PAUL, MN 55101

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CRD#: 4702554

Professional summary

Michael Christopher Michlitsch, who also goes by Michael C Michlitsch, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in St. Paul, Minnesota and VALMARK SECURITIES, INC. located in St. Paul, Minnesota.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Michael has worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael C Michlitsch

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)MICHAEL MICHLITSCH; NONINV RELATED; 8083 BOULDER RIDGE RD WOODBURY,MN; FIXED LIFE INSURANCE & ANNUITIES; LIFE INS AGENT; 7/1/2008-PRES; 4HRS/MON; 0 TRAD HRS/MON; LIFE INS AGENT/// 2) MA MANAGEMENT GROUP LLC; NONINV RELATED; 8083 BOULDER RIDGE RD WOODBURY,MN 55125; REAL ESTATE MGMT; OWNER; 08/1/2004-PRES; 8HRS/MON; 0 TRAD HRS/MON; OWNER/// 3.) RENTAL PROPERTY, 8083 BOULDER RIDGE ROAD, WOODBURY, MN 55125; RENTAL PROPERTIES; OWNER; WORK WITH A THIRD-PARTY MANAGEMENT COMPANY TO PROVIDE MANAGEMENT OF RENTAL PROPERTIES; NOT INVESTMENT RELATED; STARTED 08/2004; FINANCIAL INTEREST-I OWN THE RENTAL PROPERTIES; COMPENSATION-TENANT PAYS RENT TO MANAAGEMENT COMPANY, MANAGEMENT COMPANY PAYS PROCEEDS TO ME.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Christopher Michlitsch'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®

None

Experience

Current

June 16, 2016 - Present

VALMARK ADVISERS, INC.

Office #1: 400 Robert Street North Suite 1350, St. Paul, MN 55101

RIA

CRD#: 108050

ST. PAUL, MN

Current

June 15, 2016 - Present

VALMARK SECURITIES, INC.

Office #1: 400 Robert Street North Suite 1350, St. Paul, MN 55101

CRD#: 31243

St. Paul, MN

Past

February 25, 2014 - June 3, 2016

CRI SECURITIES, LLC

RIA

CRD#: 22589

ST PAUL, MN

Past

February 25, 2014 - June 3, 2016

CRI SECURITIES, LLC

CRD#: 22589

ST PAUL, MN

Past

January 16, 2014 - June 3, 2016

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

ST PAUL, MN

Past

November 9, 2012 - June 3, 2016

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST PAUL, MN

Past

October 24, 2007 - October 11, 2012

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

WOODBURY, MN

Past

October 3, 2006 - October 9, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

MINNEAPOLIS, MN

Past

July 8, 2005 - June 20, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 8, 2005 - October 9, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

November 14, 2003 - June 27, 2005

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

PHOENIX, AZ

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

Minnesota
(6/15/2016)

IAR

Minnesota
(6/16/2016)

Washington
(7/10/2024)

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: 1/17/2004

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: 11/13/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/2/2006

General Securities Principal 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)

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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)

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.

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Michael C. Michlitsch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Christopher Michlitsch's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALMARK SECURITIES, INC.

CRI SECURITIES, LLC

CRI SECURITIES, LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

AMERICAN GENERAL SECURITIES INCORPORATED

Primary Firm SEC Registration

VALMARK ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/17/2004

SIE

Date: 10/1/2018

Series 7

Date: 11/13/2003

Series 24

Date: 11/2/2006

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

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