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JZ

John Collins Zimdars Jr

VALMARK SECURITIES
Madison, WI
·CRD# 807779·51 years experience

Professional Summary

John Collins Zimdars JR is a registered financial advisor 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.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

51 years in the financial services industry

Current & Past Employments

VALMARK SECURITIES, INC.·CRD# 31243
BD
1. 111 South Hamilton Street, Ste. 34, Madison, WI 537032. 1127-b Hendersonville Road, Asheville, NC 28803
June 1, 2004 - Present
NSA SECURITIES CORPORATION·CRD# 38472
RIA
Madison, WI
August 30, 2002 - August 30, 2002
NSA SECURITIES CORPORATION·CRD# 38472
BD
Schaumburg, IL
September 25, 1996 - June 10, 2004
JOHN HANCOCK DISTRIBUTORS LLC·CRD# 5249
BD
Boston, MA
September 2, 1993 - December 31, 1996
LINCOLN NATIONAL PENSION INSURANCE COMPANY·CRD# 10293
BD
July 20, 1982 - January 3, 1989
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY·CRD# 2580
BD
Fort Wayne, IN
July 20, 1982 - December 15, 1992
NEW ENGLAND SECURITIES·CRD# 615
BD
New York, NY
May 6, 1975 - October 8, 1996

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Current Firm

VS
VALMARK SECURITIES, INC.

VALMARK SECURITIES, INC.

CRD#: 31243 / SEC#: 8-45463
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

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 Event

4

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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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arkansas
(7/22/2026)
RR
Connecticut
(3/19/2025)
RR
Florida
(2/17/2017)
RR
Illinois
(6/1/2004)
RR
Iowa
(6/1/2004)
RR
Minnesota
(6/1/2004)
RR
Wisconsin
(6/1/2004)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 2001About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1999About the Series 63 exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 2023About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 1 — Registered Representative Examination

Passed Apr 1975
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view John Collins Zimdars JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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