Joshua
Lieder

Valmark Advisers, Inc

CRD#5839447
Investment Advisor
in Onalaska, WI

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About this Advisor

Joshua Lieder is a financial advisor who works in Onalaska, Wisconsin, who has been in the advisory business for 10 years. Lieder is currently employed by Valmark Advisers, Inc. During their career, the advisor has held roles at Welshire Capital, LLC, Comprehensive Asset Management & Servicing, Inc, University Of Wi/Lacrosse, Principal Securities Inc, Principal Life Insurance Company and Welshire Capital. Lieder has Series 66 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona, Colorado, Florida, Illinois, Iowa, Minnesota, New Mexico, North Carolina, North Dakota and Wisconsin. Valmark Advisers, Inc is a financial advisory business that has its headquarters in Onalaska, Wisconsin. The firm has offices in 122 locations and a total of 230 advisors. It oversees $5 billion in assets across its 7,948 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 16 charitable organizations. Of its 7,948 customer accounts, just 5% are held by high-net-worth investors who have more than $1 million in assets. Valmark Advisers, Inc offers a diverse array of services, such as 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. Financial advisory fees typically vary depending on which services are offered. However, fees charged by Valmark Advisers, Inc likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 66

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1113 Riders Club Rd.
Onalaska, WI 54650

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Valmark Advisers, Inc Brokerage Details

Total Assets Under Management

$5,137,793,166

WI Average: $2,106,341,625
Total Number of Employees

230

WI Average: 34
Total Number of Accounts

7,948

WI Average: 1,972
Average Account Size

$646,426

WI Average: $1,068,125

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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

Joshua Lieder Work History

Joshua has 11 years of experience.

2016 - Present (4 years)

Welshire Capital

2016 - 2019 (3 years)

Principal Securities Inc

2016 - 2019 (3 years)

Principal Life Insurance Company

2010 - 2016 (6 years)

Welshire Capital, LLC

2010 - 2016 (6 years)

Comprehensive Asset Management & Servicing, Inc

2009 - 2010 (1 year)

University Of Wi/Lacrosse

Disclosures

Joshua Lieder has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Valmark Advisers, Inc

Daniel Rieman
Cincinnati, OH
Ryan Glinn
Warren, OH
Cody Martin
San Francisco, CA
Kevin Gundrum
Akron, OH
Russell Bauman
Cleveland, OH
Kristine Lampert
Delray Beach, FL
William Kovar
Akron, OH
Andrew Villa
Rochester, NY

This content was compiled from the SEC and FINRA.

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