Michael N. Bui

VALMARK ADVISERS

ASHBURN, VA 20147

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CRD#: 5111985

Professional summary

Michael Nguyen Bui, who also goes by Micheal Nguyen Bui, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Ashburn, Virginia and VALMARK SECURITIES, INC. located in Ashburn, Virginia.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Michael has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Micheal Nguyen Bui

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.

W3 Wealth Management, LLC ; Akron, OH; Partner/Owner; Financial services; Client Meetings and oversee daily activities; investment related; start 10/2022; 20-40 hours/ week; ownership interest and receive compensation based on a % of net profits.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Nguyen Bui'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

July 15, 2011 - Present

VALMARK ADVISERS, INC.

Office #1: 44355 Premier Plaza Suite 200, Ashburn, VA 20147

RIA

CRD#: 108050

ASHBURN, VA

Current

July 15, 2011 - Present

VALMARK SECURITIES, INC.

Office #1: 44355 Premier Plaza Suite 200, Ashburn, VA 20147

CRD#: 31243

Ashburn, VA

Past

January 2, 2009 - July 19, 2011

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

ASHBURN, VA

Past

January 2, 2009 - July 19, 2011

INVEST FINANCIAL CORPORATION

CRD#: 12984

ASHBURN, VA

Past

June 19, 2007 - January 6, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

MCLEAN, VA

Past

February 6, 2007 - January 6, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

MCLEAN, VA

Past

April 11, 2006 - January 22, 2007

NYLIFE SECURITIES LLC

CRD#: 5167

POTOMAC FALLS, VA

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

Arizona
(5/22/2024)

IAR

California
(1/23/2024)

IAR

Colorado
(8/10/2017)

District of Columbia
(8/23/2017)

IAR

District of Columbia
(8/23/2017)

Florida
(8/23/2017)

IAR

Florida
(9/13/2017)

IAR

Indiana
(8/10/2017)

IAR

Maryland
(8/10/2017)

Maryland
(8/23/2017)

Massachusetts
(8/19/2025)

IAR

Massachusetts
(9/9/2025)

Nevada
(1/23/2025)

IAR

Nevada
(1/27/2025)

IAR

New Hampshire
(5/30/2018)

North Carolina
(9/20/2024)

IAR

North Carolina
(9/25/2024)

Virginia
(7/15/2011)

IAR

Virginia
(7/15/2011)

IAR

West Virginia
(6/24/2024)

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: 6/18/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/22/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/21/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/10/2006

Investment Company Products/Variable Contracts 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)

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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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Advisor Monitoring

Firm Stability Insights

Michael N. Bui

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Nguyen Bui's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALMARK SECURITIES, INC.

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

VALMARK ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/18/2007

Series 63

Date: 4/22/2006

SIE

Date: 10/1/2018

Series 7

Date: 3/21/2007

Series 6

Date: 4/10/2006

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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