St. Paul, MN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$8,108,106,397
ClientsTotal clients
14,624
AdvisorsAdvisors at this office
2
Of 290 advisors across 115 offices
Location
400 Robert St. N.
St. Paul MN 55101
Advisors at this office
2
Advisors at this office
Thomas U
Series 66
St. Paul, MN
ValMark Advisers, Inc.
Thomas Urdahl is a financial advisor at ValMark Advisers, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work history that includes positions at Valmark Securities, Towne Park, and the University of Minnesota. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach focuses on diversified, goal-based model portfolios and asset allocation using mutual funds, ETFs, and separate-account managers, supported by ongoing monitoring and periodic reviews.
Michael M
Series 66
St. Paul, MN
ValMark Advisers, Inc.
Michael Michlitsch is a financial advisor at ValMark Advisers, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked with ValMark Securities, Inc. since 2016. In addition to his advisory roles, Michlitsch is involved in life insurance and annuities as a licensed agent and owns MA Management Group, LLC, which manages rental properties. ValMark Advisers, Inc. provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs diversified, goal-based model portfolios and asset allocation strategies, utilizing mutual funds, ETFs, and separate-account managers, supported by ongoing monitoring and rebalancing.
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