Michael L. Demers

VALMARK ADVISERS

Elkhorn, NE 68022

Some features on this profile are disabled

CRD#: 7193875

Professional summary

Michael Lee Demers, who also goes by Mike Lee Demers, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Elkhorn, Nebraska and VALMARK SECURITIES, INC. located in Elkhorn, Nebraska.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Michael has worked at 5 firms and has passed the Series 66, Series 6TO, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mike Lee Demers

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. Douglas Demers; 1120 Fairview Drive, Blair, NE, 68008; Rental Property; Minority Owners; NOT Investment Related; Start Date 06/20/2011; Approximately 1-5 hrs. per month; At the end of the year, my dad calculates his return on the house, and pays me the percentage of that based on the investment I have with him.///

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Lee Demers'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

August 5, 2025 - Present

VALMARK ADVISERS, INC.

Office #1: 20507 Nicholas Circle, Ste. 108, Elkhorn, NE 68022

RIA

CRD#: 108050

Elkhorn, NE

Current

June 3, 2025 - Present

VALMARK SECURITIES, INC.

Office #1: 20507 Nicholas Circle, Ste. 108, Elkhorn, NE 68022

CRD#: 31243

Elkhorn, NE

Past

July 20, 2022 - May 20, 2025

CETERA WEALTH SERVICES, LLC

CRD#: 13572

OMAHA, NE

Past

September 21, 2020 - November 17, 2022

THRIVENT ADVISOR NETWORK, LLC

RIA

CRD#: 304569

Fremont, NE

Past

February 12, 2020 - October 28, 2020

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

FREMONT, NE

Past

January 16, 2020 - October 28, 2020

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

FREMONT, 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".

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

Nebraska
(6/3/2025)

IAR

Nebraska
(8/5/2025)

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: 8/4/2025

Uniform Combined State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7TO

Date: 1/16/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/23/2019

Securities Industry Essentials 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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Byron Smith

OSAIC WEALTH, INC.

IAR

OMAHA, NE

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael L. Demers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Lee Demers's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALMARK SECURITIES, INC.

CETERA WEALTH SERVICES, LLC

THRIVENT ADVISOR NETWORK, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

VALMARK ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/4/2025

Series 6TO

Date: 1/2/2023

Series 7TO

Date: 1/16/2020

SIE

Date: 12/23/2019

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

Similar Advisors