Danny R. Holladay

VALMARK ADVISERS

Colorado Springs, CO 80903

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CRD#: 5437680

Professional summary

Danny R Holladay, CFP®, who also goes by Danny Ray Holladay, Danny Holladay, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Colorado Springs, Colorado and VALMARK SECURITIES, INC. located in Littleton, Colorado.

Danny is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Danny has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Danny Ray Holladay | Danny Holladay

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) INDEPENDENT INSURANCE AGENT- 1SEC HOUR 0 NON SEC HOURS - FROM BUSINESS ADDRESS - SERVICING DENTAL AND GROUP DISABILITY INCOME AND LIFE / ACCIDENT / HEALTH - SINCE 11/2012./// 2) ID Wealth, LLC, 104 S Weber St., Ste 100, Colorado Springs, CO 80903; 50% Owner/Partner; Director of Investments; Start date 1/1/2020; W2 Salary.///

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danny R Holladay'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: 2016

Experience

Current

June 23, 2020 - Present

VALMARK ADVISERS, INC.

Office #1: 104 S Weber Street, Ste. 100, Colorado Springs, CO 80903Office #2: 2679 W Main St, Suite 300-220, Littleton, CO 80120

RIA

CRD#: 108050

Colorado Springs, CO

Current

June 22, 2020 - Present

VALMARK SECURITIES, INC.

Office #1: 2679 W Main St, Suite 300-220, Littleton, CO 80120Office #2: 104 S Weber Street., Ste 100, Colorado Springs, CO 80903

CRD#: 31243

Littleton, CO

Past

March 25, 2017 - June 24, 2020

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Colorado Springs, CO

Past

March 25, 2017 - June 24, 2020

MML INVESTORS SERVICES, LLC

CRD#: 10409

Colorado Springs, CO

Past

January 2, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

GREENWOOD VILLAGE, CO

Past

January 2, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

GREENWOOD VILLAGE, CO

Past

March 11, 2009 - January 2, 2015

NEW ENGLAND SECURITIES

RIA

CRD#: 615

GREENWOOD VILLAGE, CO

Past

December 17, 2007 - January 2, 2015

NEW ENGLAND SECURITIES

CRD#: 615

GREENWOOD VILLAGE, CO

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

Arizona
(6/22/2020)

IAR

Arizona
(6/25/2020)

Colorado
(6/22/2020)

IAR

Colorado
(6/23/2020)

Florida
(9/21/2021)

IAR

Florida
(5/11/2022)

Kansas
(6/22/2020)

IAR

Kansas
(6/30/2020)

IAR

Maryland
(8/14/2025)

IAR

Missouri
(1/4/2021)

New Mexico
(1/13/2025)

IAR

New Mexico
(1/14/2025)

New York
(6/10/2024)

IAR

New York
(6/10/2024)

Texas
(4/25/2024)

IAR

Texas
(4/25/2024)

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 65

Date: 1/28/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/11/2008

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: 6/9/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/15/2007

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

Danny R. Holladay

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danny R Holladay's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALMARK SECURITIES, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

VALMARK ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/28/2009

Series 63

Date: 4/11/2008

SIE

Date: 10/1/2018

Series 7

Date: 6/9/2009

Series 6

Date: 11/15/2007

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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