Jared S. Knobbe
VALMARK ADVISERS
Elkhorn, NE 68022
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CRD#: 6515327
Professional summary
Jared Scot Knobbe, CFP®, who also goes by Jared Knobbe, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Elkhorn, Nebraska and VALMARK SECURITIES, INC. located in Elkhorn, Nebraska.
Jared is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Jared has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Debt Management
Comprehensive Financial Planni...
Business Succession Planning
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
Jared Knobbe
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) 09/01/2020 - Real Estate Rental / Jared Knobbe / Investment Related / 2Hrs/Mo 0Hrs/Mo During Trading / 2819 N 57th St, Lincoln, NE, 68507./// 2) 01/2016 - Other / JK Horseshoeing Services / Not Investment Related / 10Hrs/Mo 0Hrs/Mo During Trading / Lincoln, NE 68502./// 3) 05/2018 - Other / JMJK Properties / Not Investment Related / 1Hr/Mo 0Hrs/Mo During Trading / Lincoln, NE 68507./// 4) Engler Alumni Board; 201 Dinsdale Family Learning Commons;1625 N 38th St., Lincoln NE 68583; Board Member, Attend monthly meetings to develop a long term game plan for the alumni organization, We will strategically plan how to support the alumni & undergrad level on business development and entrepreneurial endeavors. This can include events, annual spring celebration/awards ceremony, planning; NOT Investment Related; Start Dater 5/15/2024; Approximately 1-5 hrs. per month; No compensation./// 5) Rental Property/ 3515 S 31st St Lincoln NE 68502/ Rental Real Estate/7/2025/ Owner/Collect Rents, repair & maintenance of the property/ NOT investment related/ financial interest- Personally Owned Real Estate /1-5 per month/Rents Paid for Occupancy of the Property.///
CRS (Client Relationship Summary) - RIA
Click below to view Jared Scot Knobbe'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: 2021
Experience
Current
May 23, 2023 - Present
VALMARK ADVISERS, INC.
Office #1: 20507 Nicholas Circle, Suite 108, Elkhorn, NE 68022RIA
CRD#: 108050
Elkhorn, NE
Current
May 22, 2023 - Present
VALMARK SECURITIES, INC.
Office #1: 20507 Nicholas Circle, Ste. 108, Elkhorn, NE 68022BD
CRD#: 31243
Elkhorn, NE
Past
July 21, 2021 - May 30, 2023
LPL FINANCIAL LLC
RIA
CRD#: 6413
FAIRBURY, NE
Past
July 21, 2021 - May 30, 2023
LPL FINANCIAL LLC
BD
CRD#: 6413
FAIRBURY, NE
Past
December 23, 2015 - July 21, 2021
WADDELL & REED
RIA
CRD#: 866
FAIRBURY, NE
Past
November 24, 2015 - July 21, 2021
WADDELL & REED
BD
CRD#: 866
FAIRBURY, NE
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
RR
Florida(5/22/2023)
IAR
Florida(7/14/2023)
RR
Iowa(5/22/2023)
RR
Kansas(5/22/2023)
RR
Kentucky(1/2/2025)
RR
Missouri(9/16/2025)
RR
Nebraska(5/22/2023)
IAR
Nebraska(6/1/2023)
RR
New Jersey(9/19/2025)
IAR
New Jersey(9/19/2025)
RR
Oregon(6/14/2023)
IAR
Virginia(9/15/2023)
RR
Virginia(1/31/2024)
RR
Wisconsin(11/7/2023)
RR
Wyoming(2/20/2024)
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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Company Information
VALMARK ADVISERS, INC.
CRD#: 108050Elkhorn, NE 68022TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
