TrueAdvisor
TrueAdvisor
CB
CFP
CB
CFP

Cindy Bojanski

Valmark Advisers, INC.
20 Years of Experience
Elkhorn, NE
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Cindy Bojanski is a CFP-designated registered investment advisor at Valmark Advisers, INC., based in Elkhorn, NE, with 20 years of industry experience. Cindy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 14,890 clients with $10B in assets under management.

Valmark Advisers, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
293 advisors
Number of Clients
14,890 clients
Average Client Portfolio
$683K average
Assets Under Management
$10.2B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.95%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Other programs have different fee structures, such as the American Funds F-2 program at a flat 1.00% and fee-based annuities/life insurance capped at 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

20507 Nicholas Circle, Ste. 108, Elkhorn, NE, 68022

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
January 2022
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Cindy is an endowment committee member for St. Patrick's Church, co-owns an orthotic and bracing company and rental property, and is an adjunct professor at Midland University. She also sells disability insurance and works as a financial advisor, dedicating about a quarter of her time to the latter.

Employment History
Current Registrations
Valmark Advisers, INC.
April 2022 - Present · 4 yrs 6 mos
Valmark Securities, INC.Broker
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
LPL Financial LLC
September 2020 - February 2022 · 1 yr 5 mos
LPL Financial LLCBroker
August 2020 - February 2022 · 1 yr 6 mos
Cetera Advisors LLC
February 2019 - September 2020 · 1 yr 7 mos
Cetera Advisors LLCBroker
February 2019 - September 2020 · 1 yr 7 mos
Northwestern Mutual Investment Services,llc
March 2015 - January 2019 · 3 yrs 10 mos
Northwestern Mutual Investment Services, LLCBroker
January 2015 - January 2019 · 4 yrs
Primevest Financial Services, INC.
September 2005 - April 2010 · 4 yrs 7 mos
Primevest Financial Services, INC.
July 2001 - December 2004 · 3 yrs 5 mos
Primevest Financial Services, INC.Broker
March 2001 - April 2010 · 9 yrs 1 mo
State Registrations6 states
ARIAILNEOKTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Elkhorn, NE →All financial advisors in Nebraska →