Michael Lee Demers
Investment Adviser Representative at Valmark Advisers, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michael Lee Demers is an investment adviser representative with Valmark Advisers, Inc. in Elkhorn, NE, where they have been registered since 2025. They have worked in the securities industry since 2020 and have been registered with 3 firms, including Thrivent Advisor Network, LLC and Thrivent Investment Management Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 6 (investment company and variable products). They are registered to provide investment advice in Idaho, Kansas, and Nebraska.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Idaho, Kansas, Nebraska
- Broker:
1 state or territory
Nebraska
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Peru State CollegeAug 2016 – May 2017Peru, NE
- Washington County BankMay 2017 – Aug 2017Blair, NE
- Peru State CollegeAug 2017 – May 2018Peru, NE
- Sid Dillon BlairMay 2018 – Aug 2018Blair, NE
- Peru State CollegeAug 2018 – May 2019Peru, NE
- Sandhills GlobalMay 2019 – Aug 2019Lincoln, NE
- Peru State CollegeAug 2019 – Dec 2019Peru, NE
- Thrivent Investment Management IncDec 2019 – Sep 2020Elkhorn, NE
- Thrivent FinancialDec 2019 – May 2020Appleton, WI
- Thrivent Advisor Network, LLCSep 2020 – Jul 2022Fremont, NE
- Cetera Advisor NetworksJul 2022 – May 2025El Segundo, CA
- CWM, LLC DBA Carson Group HoldingJul 2022 – May 2025Omaha, NE
- CWM, LLC DBA Carson Partners - CRD # 155344Jul 2022 – May 2025Omaha, NE
- Valmark Securities, Inc.May 2025 – no end date reportedAkron, OH
- Valmark AdvisersAug 2025 – no end date reportedAkron, OH
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Valmark Advisers, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $50,000 (waivable)
- Less than $1,000,0001.95%
- $1,000,001 to $2,000,0001.75%
- $2,000,001 and above1.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 291
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Akron, OH
- SEC file number:
- 801-55564
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 1, 2026
View full firm profileOther advisors at Valmark Advisers, Inc.
Showing 12 of 291 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Lee Demers has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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