Kelly Weidendorf
Professional summary
Kelly Weidendorf, who also goes by Kelly Marie Schneider, Kelly Marie Weidendorf, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Glencoe, Minnesota and VALMARK SECURITIES, INC. located in Glencoe, Minnesota.
Kelly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Kelly has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kelly Weidendorf's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 10, 2025 - Present
VALMARK ADVISERS, INC.
Office #1: 1721 10th Street East, Glencoe, MN 55336March 14, 2025 - Present
VALMARK SECURITIES, INC.
Office #1: 1721 10th Street E., Glencoe, MN 55336Office #2: 214 West Elm Street, Norwood, MN 55368Office #3: 105 West Main Street, Arlington, MN 55307Primary Firm SEC Registration
VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/9/2025)
(10/10/2025)
Exams
Series 7TO
Date: 3/14/2025
General Securities Representative ExaminationFINRA
Current Firm
VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 20,881 |
| AUM (Assets Under Management) | $ 10,166,311,019 |
Red Flags
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