Gregory
Ahrendt
Valmark Advisers, Inc
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About this Advisor
Gregory Ahrendt is a financial advisor based in Saint Cloud, Minnesota, working with Valmark Advisers, Inc. Gregory has previously held positions at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Princor Financial Services Corporation, and Principal Life Insurance Company. Gregory has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota. Currently, Gregory is part of Valmark Advisers, Inc, which operates out of Saint Cloud, Minnesota. The firm has 156 offices and 260 employees. The firm manages assets totaling $7.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Valmark Advisers, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Valmark Advisers, Inc Brokerage Details
$7,029,587,820
260
17,262
$407,229
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Gregory Ahrendt Work History
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Princor Financial Services Corporation
Principal Life Insurance Company
Disclosures
Please visit the SEC profile of Gregory Ahrendt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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