Thomas Mulder, financial advisor Saint Cloud MN
96 score

Thomas Mulder

CRD Number: 1017836
Current Firm: Valmark Advisers, Inc.

Thomas Mulder (CRD# 1017836) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Saint Cloud, MN and has over 34 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Valmark Advisers, Inc. Akron, OH Jan 2014 - Current 2
Valmark Securities, Inc. Akron, OH Jul 2006 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1982
Contact Info for Thomas W. Mulder
Phone Number: 800-765-5201
Registered State(s):
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
    4,934
    MILLIONS
  • Total Number of Accounts
    8,706
    ACCOUNTS
  • Average Account Value
    $566,729
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

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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