TA
Thomas G. Anderson
VALMARK ADVISERS
St. Peter, MN 56082
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CRD#: 4764223
TA
Professional summary
Thomas George Anderson II, CFP®, CIMA®, who also goes by Chip George Anderson II, Thomas George Anderson, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in St. Peter, Minnesota and VALMARK SECURITIES, INC. located in St. Peter, Minnesota.
Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Thomas has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chip George Anderson Ii | Thomas George Anderson
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.) Kansas City Life~ Not Investment Related~3520 Broadway~Kansas City~MO~64111~Insurance Agent~Insurance Sales Agent~6/23/2017~1-5 hrs~Sales of fixed life insurance./// 2.) Mutual of Omaha~ Not Investment Related~3300 Mutual of Omaha Plaza~Omaha~NE~68175~Insurance Agent~Insurance Sales Agent~12/6/2016~1-5 hrs~LTC Insurance Sales./// 3.) United Life Insurance Co~'Not Investment Related~200 1st Street SE, Ste. 1300~Cedar Rapids~IA~52401~Insurance Agent~Other~7/2/2012~1-5 hrs~Insurance sales agent./// 4.) Harvest Community Church, 700 1st Ave No, Lester Prairie, MN 55354; Church; Elder/Treasurer; Operating in a three-year term as elder with a one-year position as Treasurer; NOT Investment Related; Start Date 4/1/2025; Approximately 6-10 hrs. per month; Volunteer position, no compensation./// 5.) AFEA - American Financial Education Alliance; 8514 McAlpine Park Dr. STE 280, Charlotte, NC 28211; Financial Education; Elder/Treasurer; Chapter President / Instructor; NOT Investment Related; Start Date 04/01/2025; Approximately 1-5 hrs. per month; no compensation./// 6.) The Signpost, LLC; 313 Edgewood Dr. So., Glencoe, MN 55336; Sign Manufacturing and Sales; Partner; Owner and Operator involved in sales, manufacturing and installation of signs; NOT Investment Related; Start Date 07/07/2025; As owner I contributed in the purchase of the business and will share the profits as a 33.34% owner; Approximately 1-5 hrs. per month; Ownership distribution of profits.///
CRS (Client Relationship Summary) - RIA
Click below to view Thomas George Anderson II'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
September 12, 2022 - Present
VALMARK ADVISERS, INC.
Office #1: 418 South Minnesota Ave. Suite 10, St. Peter, MN 56082RIA
CRD#: 108050
St. Peter, MN
Current
September 12, 2022 - Present
VALMARK SECURITIES, INC.
Office #1: 418 South Minnesota Ave. Suite 10, St. Peter, MN 56082BD
CRD#: 31243
St. Peter, MN
Past
January 24, 2014 - September 20, 2022
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
GLENCOE, MN
Past
December 11, 2007 - September 20, 2022
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Glencoe, MN
Past
February 9, 2006 - November 29, 2007
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
HUTCHINSON, MN
Past
March 11, 2004 - January 11, 2006
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
EL SEGUNDO, CA
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
Florida(9/30/2022)
RR
Florida(6/15/2023)
RR
Minnesota(9/12/2022)
IAR
Minnesota(9/12/2022)
IAR
Ohio(1/31/2025)
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.
