Robert
Mathers
Valmark Advisers, Inc
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About this Advisor
Robert Mathers is a personal financial specialist based out of Menomonee Falls, Wisconsin with 13 years of relevant experience. Mathers is on the advisory team at Valmark Advisers, Inc. Over the course of their career, Mathers has held roles at Davis & Kuelthau, Valmark Securities, Inc, Quarles & Brady and Vonbriesen& Roper, S.C. Mathers maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Colorado, Illinois and Wisconsin. Valmark Advisers, Inc is a financial advisory firm that has its headquarters in Akron, OH. It has offices in 156 locations and a total of 260 advisors. It manages $6 billion in assets between its 16,044 client accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 19 charities and foundations. Of its 16,044 accounts, just 7% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Valmark Advisers, Inc provides a wide assortment 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 management fees typically are based on the type of services offered. However, fees billed by Valmark Advisers, Inc can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Valmark Advisers, Inc Brokerage Details
$5,802,516,925
260
16,044
$361,663
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
Robert Mathers Work History
Robert has been registered as a financial advisor for 13 years.*
Quarles & Brady
Valmark Securities, Inc
Valmark Securities, Inc
Vonbriesen& Roper, S.C
Davis & Kuelthau
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Mathers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Valmark Advisers, Inc
Charlotte, NC
Rice Lake, WI
Elkhorn, NE
Canfield, OH
Oak Brook, IL
Boston, MA
Elkhorn, NE
Cleveland, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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