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JZ

John C. Zimdars

VALMARK SECURITIES
Madison, WI 53703
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CRD#: 807779
JZ

Professional summary


John Collins Zimdars JR is a registered financial professional currently at VALMARK SECURITIES, INC. located in Madison, Wisconsin.

John is registered as a RR (Registered Representative) and started their career in finance in 1975. John has worked at 6 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view John Collins Zimdars JR'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

June 1, 2004 - Present

VALMARK SECURITIES, INC.

Office #1: 111 South Hamilton Street, Ste. 34, Madison, WI 53703Office #2: 1127-b Hendersonville Road, Asheville, NC 28803
BD
CRD#: 31243
Madison, WI
Past

August 30, 2002 - August 30, 2002

NSA SECURITIES CORPORATION

RIA
CRD#: 38472
MADISON, WI
Past

September 25, 1996 - June 10, 2004

NSA SECURITIES CORPORATION

BD
CRD#: 38472
SCHAUMBURG, IL
Past

September 2, 1993 - December 31, 1996

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA
Past

July 20, 1982 - January 3, 1989

LINCOLN NATIONAL PENSION INSURANCE COMPANY

BD
CRD#: 10293
Past

July 20, 1982 - December 15, 1992

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

May 6, 1975 - October 8, 1996

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
California
(4/27/2009)
RR
Connecticut
(3/19/2025)
RR
Florida
(2/17/2017)
RR
Hawaii
(9/5/2014)
RR
Illinois
(6/1/2004)
RR
Iowa
(6/1/2004)
RR
Maryland
(1/17/2006)
RR
Minnesota
(6/1/2004)
RR
New York
(5/30/2025)
RR
Ohio
(10/20/2006)
RR
Oregon
(5/31/2019)
RR
Washington
(6/1/2004)
RR
Wisconsin
(6/1/2004)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/22/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 4/25/1975
Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm


VS
VALMARK SECURITIES, INC.
VALMARK SECURITIES, INC.

CRD#: 31243 / SEC#: , 8-45463

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
130 Springside Drive Suite 300, Akron, OH 44333-2431
Mailing Address
130 Springside Drive Suite 300, Akron, OH 44333-2431
Phone number
(800) 765-5201
Established
Ohio since 12/08/1992
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
VALMARK INVESTMENTS, LLCSHAREHOLDER
CALLAHAN, CALEB JONATHANEVP, CHIEF OPERATING OFFICER5011454
KOZENKO, ELIZABETH ERINFINOP6218110
RYBKA, LAWRENCE JOSEPHPRESIDENT, CEO1661511
WILBURN, DOUGLAS FREDERICKCHIEF COMPLIANCE OFFICER/GENERAL COUNSEL1407686

Disclosures


Regulatory Event4

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.

Company Information


VALMARK SECURITIES, INC.

CRD#: 31243Madison, WI 53703

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