Fundraisers / Valmark Securities, Inc.
FundraiserRegistered broker-dealer
Valmark Securities, Inc.
FINRA 31243 · placing rounds since Jan 2016
27company rounds placed
9in the last two years, last Mar 2026
$113.5Bsold in the rounds they placed
3.7%typical commission; the median firm takes 4.9%
Named on 30 Form D filings as paid to sell the offering: 27 for operating companies, 3 for funds. 16 registered agents named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
123Q4124Q4325Q4526Q1
What they place
- Insurance100%
How big the rounds are
- Under $1M3
- $1M to $5M3
- $5M to $20M1
- $20M to $100M5
- $100M+20
Where the companies are
IN11NY9OH7NC3CT1IL1
Rounds they placed
FiledIssuerIndustrySold
Mar 2026New York Life Insurance & Annuity CorpAgents: Valmark Securities, Inc.Insurance$505M
Mar 2026New York Life Insurance & Annuity CorpAgents: ValMark Securities, Inc.Insurance$1.8B
Mar 2026New York Life Insurance & Annuity CorpAgents: ValMark Securities, Inc.Insurance$2.0B
Mar 2026New York Life Insurance & Annuity CorpAgents: Capacuity Securities Inc., Executive Insurance Agency, VALMARK SECURITIES, INC.Insurance$3.0B
Mar 2026New York Life Insurance & Annuity CorpAgents: ValMark Securities, Inc.Insurance$546M
Dec 2025Lincoln Life Flexible Premium Variable Life Account ZAgents: Adam C. Monson, Bryant Kirk, Christopher Hannan NuylandInsurance$2.7B
Dec 2025ZALICONY HNW PPVA Series Account - 1Agents: Valmark SecuritiesInsurance$268M
Dec 2025HNW PPVA Series Account - 1Agents: Valmark Securities IncInsurance$2.1B
Dec 2024Lincoln Life Flexible Premium Variable Life Account ZAgents: Adam C. Monson, Bryant Kirk, Christopher Hannan NuylandInsurance$2.6B
Dec 2023Lincoln Life Flexible Premium Variable Life Account ZAgents: Adam C. Monson, Bryant Kirk, Christopher Hannan NuylandInsurance$2.4B
Dec 2022Lincoln Life Flexible Premium Variable Life Account ZAgents: Adam C. Monson, Bryant Kirk, Christopher Hannan NuylandInsurance$2.0B
Dec 2021Lincoln Life Flexible Premium Variable Life Account ZAgents: Adam C. Monson, Bryant Kirk, Gordon Thomas ChisholmInsurance$1.7B
Dec 2020Lincoln Life Flexible Premium Variable Life Account ZAgents: Adam C. Monson, Gordon Thomas Chisholm, Kenneth DepaolaInsurance$2.3B
Dec 2019Lincoln Life Flexible Premium Variable Life Account ZAgents: Adam C. Monson, Gordon Thomas Chisholm, Kenneth DepaolaInsurance$1.8B
Dec 2018Lincoln Life Flexible Premium Variable Life Account ZAgents: Kristine Kipsiaftis, Phillip L. Currie, Jr.Insurance$1.5B
Dec 2017Lincoln Life Flexible Premium Variable Life Account ZAgents: Kristine Kipsiaftis, Phillip L. Currie, Jr.Insurance$1.1B
Dec 2017Metropolitan Life Insurance CoAgents: Various AgentsInsurance$8.5B
Sept 2017BRIGHTHOUSE LIFE INSURANCE CoAgents: Steven W. BroadbentInsurance$75M
Aug 2017Nationwide Private Placement Variable AccountAgents: Andrew B. Hart, Christopher H. NylandInsurance$190k
Jun 2017Nationwide Private Placement Variable AccountAgents: Gordon Chisholm, Kenneth DePaolaInsurance$3.4M
Mar 2017Nationwide Private Placement Variable AccountAgents: Bruce Brownell, Joe ThompsonInsurance$1.4M
Jan 2017Nationwide Private Placement Variable AccountAgents: David Fisher, Gordon ChisholmInsurance$6.9M
Dec 2016Lincoln Life Flexible Premium Variable Life Account ZAgents: Kristine Kipsiaftis, Phillip L. Currie, Jr.Insurance$783M
Oct 2016Metropolitan Life Insurance CoAgents: Various AgentsInsurance$8.5B
Oct 2016MetLife Insurance Co USAAgents: Steven W. BroadbentInsurance$75M
Apr 2016Nationwide Private Placement Variable AccountAgents: Paul MurrayInsurance$72k
Jan 2016New York Life Insurance & Annuity CorpAgents: ValMark Securities, Inc.Insurance$84M
Dec 2015Lincoln Life Flexible Premium Variable Life Account ZAgents: Kristine Kipsiaftis, Phillip L. Currie, Jr.Insurance$431M
Nov 2015MetLife Insurance Co USAAgents: Steven W. BroadbentInsurance$75M
Aug 2015Nationwide Private Placement Variable AccountAgents: Bruce Brownell, Joe ThompsonInsurance$2.3M
Jul 2015Nationwide Private Placement Variable AccountAgents: Andrew B. Hart, Christopher H. NylandInsurance$177k
Jan 2014MetLife Insurance CO of ConnecticutAgents: Steven W. BroadbentInsurance$75M
From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.
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