David
Mathers
Valmark Advisers, Inc
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About this Advisor
David Mathers is a financial advisor based in Menomonee Falls, Wisconsin, working with Valmark Advisers, Inc. David has previously held positions at Marcus Theaters, Ground Round Restaurant, Robert W. Baird, Oshkosh West High School, University Of Wisconsin-Madison, Valmark Securities, Inc, Valmark Advisors, Inc, Periscope Equity, and Johnson Controls International. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arkansas and Wisconsin. Currently, David is part of Valmark Advisers, Inc, which operates out of Menomonee Falls, Wisconsin. 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
David Mathers Work History
Valmark Securities, Inc
Valmark Advisors, Inc
Johnson Controls International
Periscope Equity
Robert W. Baird
Ground Round Restaurant
University Of Wisconsin-Madison
Marcus Theaters
Oshkosh West High School
Disclosures
Please visit the SEC profile of David Mathers 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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