Elkhorn, NE Office

Team
Updated today
ValMark Advisers, Inc. logo

ValMark Advisers, Inc.

Multi-team

Firm-wide stats for ValMark Advisers, Inc.

Total advisors

294

Across 114 offices

Clients per advisor

50 Typical

Avg AUM per client

$554,438 Typical

HNW client ratio

11% Low

About

Valmark Advisers provides investment advisory and financial planning services to a broad client base that includes individual and high‑net‑worth investors, retirement plan sponsors, and institutional entities such as banks, trust companies and investment companies. It delivers these services through a network of investment advisory representatives (IARs) using proprietary and third‑party platforms, including the ACCESS and ACCESS Direct programs, sub‑advisory relationships, wrap fee programs, and consulting engagements.

The firm’s investment approach centers on diversified, goal‑based model portfolios and asset allocation, with implementation largely via mutual funds, ETFs and separate‑account managers; client accounts are monitored and typically rebalanced by IARs with oversight from Valmark’s investment committee. Valmark also integrates third‑party manager programs and Schwab‑custodied strategist portfolios into client solutions, and provides quarterly performance reporting and periodic reviews as part of ongoing advisory relationships.

What is distinctive about Valmark is its involvement with investment‑company products and index licensing: Valmark serves as adviser to the TOPS® ETF Portfolios within the Northern Lights Variable Trust and is the index sponsor for the TOPS® Global Equity Target Range™ Index (licensed to WisdomTree), arrangements that generate licensing and ancillary compensation and for which the firm documents fee‑offsets and disclosures. The firm also offers a range of annuity‑linked advisory options (linked fee‑based annuities, fee‑based variable annuities and fee‑based variable life), operates an Annuity Service Center for servicing unaffiliated RIAs, and discloses its affiliated broker‑dealer and insurance agency relationships and revenue‑sharing practices in its Form ADV.

Based on ValMark Advisers, Inc.

Expertise

Annuities Wealth management Business exit / sale strategy

Based on ValMark Advisers, Inc.

Occupation focus

Executive Founder/Business Owner

Based on ValMark Advisers, Inc.

Location

20507 Nicholas Circle, Suite 108

Elkhorn NE 68022

Advisors at this office

5

Advisors at this office

user avatar

Cindy B

CFP®, Series 66

Elkhorn, NE

ValMark Advisers, Inc.

Cindy Bojanski is a CFP®-designated financial advisor with ValMark Advisers, Inc. She has 20 years of industry experience and has previously worked at firms including LPL Financial and Northwestern Mutual. Outside of advising, she is co-owner of 4-3 Health, an orthotic and bracing company, and serves on the Endowment Committee at St. Patrick's Church in Fremont, NE. Additionally, she will teach a course on Financial Institutions and Markets as an adjunct professor at Midland University in Fall 2024. ValMark Advisers serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm employs a goal-based investment approach centered on diversified model portfolios and asset allocation, utilizing both proprietary and third-party platforms to deliver advisory and financial planning services.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
user avatar

Jared K

CFP®, Series 66

Elkhorn, NE

ValMark Advisers, Inc.

Jared Knobbe is a CFP® professional with 10 years of industry experience, currently affiliated with ValMark Advisers, Inc. He has worked with Valmark Securities, Inc. since 2023 and previously held roles at LPL Financial and Waddell & Reed Inc. Outside of financial advising, he operates JK Horseshoeing Services and serves on the Engler Alumni Board, focusing on business development and entrepreneurial support. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, alongside a range of proprietary platforms and advisory services.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
user avatar

Brandon D

CFP®, Series 63

Elkhorn, NE

ValMark Advisers, Inc.

Brandon Dirkschneider is a CFP® professional with 26 years of experience in the financial services industry. He is currently affiliated with ValMark Advisers, Inc. and has held positions at LPL Financial and Cetera Advisors LLC among others. Outside of his advisory work, he serves on the board of the International Farm Transition Network and is involved in several community and parish finance committees. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and consulting services.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
user avatar

Adam B

Series 66

Elkhorn, NE

ValMark Advisers, Inc.

Adam Bailey is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisors LLC, and Tagge Rutherford Financial Group. Outside of his advisory work, he serves as secretary for Parian Lodge, a nonprofit organization in Callaway, NE. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm utilizes diversified, goal-based model portfolios with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
user avatar

Michael D

CFP®, Series 66

Elkhorn, NE

ValMark Advisers, Inc.

Michael Demers is a CFP® professional with six years of industry experience, currently serving as a financial advisor at ValMark Advisers, Inc. He has worked previously with Cetera Advisor Networks, Carson Group, and Thrivent Advisor Network. ValMark Advisers provides investment advisory and financial planning services to a diverse clientele, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, delivering services through a network of representatives using proprietary and third-party platforms.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
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