Donald Gilin, financial advisor Mason MI
83 score

Donald Gilin

CRD Number: 1228344
Current Firm: Valmark Advisers, Inc.

Donald Gilin (CRD# 1228344) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Mason, MI and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Valmark Securities, Inc. Akron, OH Jul 2011 - Current 6
Valmark Advisers, Inc. Akron, OH Jul 2011 - Current 6
Creamer, Gilin & Associates Lansing, MI Jan 2006 - Current 12
Minnesota Life St Paul, MN Aug 1989 - Current 28
Securian Financial Services St Paul, MN Oct 2001 - Jul 2011 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1985
S65 NASAA Investment Advisors Law Examination Dec 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Donald E. Gilin
Phone Number: 800-765-5201
Registered State(s):
  • AZ
  • MN
  • CA
  • FL
  • IL
  • MA
  • MI
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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