# Valmark Securities, Inc.: fundraiser > Valmark Securities, Inc. placed 27 company rounds filed with the SEC, most recently Mar 2026. Who they placed, by sector and size. Source: https://millionrounds.com/providers/valmark-securities-inc (Millionrounds; every figure on the page links to its filing or article) [Fundraisers](https://millionrounds.com/fundraisers) / Valmark Securities, Inc. Fundraiser Registered broker-dealer # Valmark Securities, Inc. FINRA 31243 ยท placing rounds since Jan 2016 **27** company rounds placed **9** in the last two years, last Mar 2026 **$113.5B** sold 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. **1** 23Q4 **1** 24Q4 **3** 25Q4 **5** 26Q1 ## What they place - Insurance **100%** ## How big the rounds are - Under $1M **3** - $1M to $5M **3** - $5M to $20M **1** - $20M to $100M **5** - $100M+ **20** ## Where the companies are **IN** 11 **NY** 9 **OH** 7 **NC** 3 **CT** 1 **IL** 1 ## Rounds they placed [Company rounds](https://millionrounds.com/providers/valmark-securities-inc)[Everything, funds and real estate too](https://millionrounds.com/providers/valmark-securities-inc?show=all) Filed Issuer Industry Sold Mar 2026 New York Life Insurance & Annuity Corp Agents: Valmark Securities, Inc. Insurance **$505M** Mar 2026 New York Life Insurance & Annuity Corp Agents: ValMark Securities, Inc. Insurance **$1.8B** Mar 2026 New York Life Insurance & Annuity Corp Agents: ValMark Securities, Inc. Insurance **$2.0B** Mar 2026 New York Life Insurance & Annuity Corp Agents: Capacuity Securities Inc., Executive Insurance Agency, VALMARK SECURITIES, INC. Insurance **$3.0B** Mar 2026 New York Life Insurance & Annuity Corp Agents: ValMark Securities, Inc. Insurance **$546M** Dec 2025 Lincoln Life Flexible Premium Variable Life Account Z Agents: Adam C. Monson, Bryant Kirk, Christopher Hannan Nuyland Insurance **$2.7B** Dec 2025 ZALICONY HNW PPVA Series Account - 1 Agents: Valmark Securities Insurance **$268M** Dec 2025 HNW PPVA Series Account - 1 Agents: Valmark Securities Inc Insurance **$2.1B** Dec 2024 Lincoln Life Flexible Premium Variable Life Account Z Agents: Adam C. Monson, Bryant Kirk, Christopher Hannan Nuyland Insurance **$2.6B** Dec 2023 Lincoln Life Flexible Premium Variable Life Account Z Agents: Adam C. Monson, Bryant Kirk, Christopher Hannan Nuyland Insurance **$2.4B** Dec 2022 Lincoln Life Flexible Premium Variable Life Account Z Agents: Adam C. Monson, Bryant Kirk, Christopher Hannan Nuyland Insurance **$2.0B** Dec 2021 Lincoln Life Flexible Premium Variable Life Account Z Agents: Adam C. Monson, Bryant Kirk, Gordon Thomas Chisholm Insurance **$1.7B** Dec 2020 Lincoln Life Flexible Premium Variable Life Account Z Agents: Adam C. Monson, Gordon Thomas Chisholm, Kenneth Depaola Insurance **$2.3B** Dec 2019 Lincoln Life Flexible Premium Variable Life Account Z Agents: Adam C. Monson, Gordon Thomas Chisholm, Kenneth Depaola Insurance **$1.8B** Dec 2018 Lincoln Life Flexible Premium Variable Life Account Z Agents: Kristine Kipsiaftis, Phillip L. Currie, Jr. Insurance **$1.5B** Dec 2017 Lincoln Life Flexible Premium Variable Life Account Z Agents: Kristine Kipsiaftis, Phillip L. Currie, Jr. Insurance **$1.1B** Dec 2017 Metropolitan Life Insurance Co Agents: Various Agents Insurance **$8.5B** Sept 2017 BRIGHTHOUSE LIFE INSURANCE Co Agents: Steven W. Broadbent Insurance **$75M** Aug 2017 Nationwide Private Placement Variable Account Agents: Andrew B. Hart, Christopher H. Nyland Insurance **$190k** Jun 2017 Nationwide Private Placement Variable Account Agents: Gordon Chisholm, Kenneth DePaola Insurance **$3.4M** Mar 2017 Nationwide Private Placement Variable Account Agents: Bruce Brownell, Joe Thompson Insurance **$1.4M** Jan 2017 Nationwide Private Placement Variable Account Agents: David Fisher, Gordon Chisholm Insurance **$6.9M** Dec 2016 Lincoln Life Flexible Premium Variable Life Account Z Agents: Kristine Kipsiaftis, Phillip L. Currie, Jr. Insurance **$783M** Oct 2016 Metropolitan Life Insurance Co Agents: Various Agents Insurance **$8.5B** Oct 2016 MetLife Insurance Co USA Agents: Steven W. Broadbent Insurance **$75M** Apr 2016 Nationwide Private Placement Variable Account Agents: Paul Murray Insurance **$72k** Jan 2016 New York Life Insurance & Annuity Corp Agents: ValMark Securities, Inc. Insurance **$84M** Dec 2015 Lincoln Life Flexible Premium Variable Life Account Z Agents: Kristine Kipsiaftis, Phillip L. Currie, Jr. Insurance **$431M** Nov 2015 MetLife Insurance Co USA Agents: Steven W. Broadbent Insurance **$75M** Aug 2015 Nationwide Private Placement Variable Account Agents: Bruce Brownell, Joe Thompson Insurance **$2.3M** Jul 2015 Nationwide Private Placement Variable Account Agents: Andrew B. Hart, Christopher H. Nyland Insurance **$177k** Jan 2014 MetLife Insurance CO of Connecticut Agents: Steven W. Broadbent Insurance **$75M** From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown. ## Often on the same rounds Other fundraisers named on the same filings: the firms they syndicate with. [**Newport Group Securities, Inc.** 29 rounds together](https://millionrounds.com/providers/newport-group-securities-inc)[**M Holdings Securities Inc.** 27 rounds together](https://millionrounds.com/providers/m-holdings-securities-inc)[**Kestra Investment Services LLC** 22 rounds together](https://millionrounds.com/providers/kestra-investment-services-llc)[**Lion Street Financial** 22 rounds together](https://millionrounds.com/providers/lion-street-financial)[**Executive Services Securities** 16 rounds together](https://millionrounds.com/providers/executive-services-securities)[**Merrill Lynch, Pierce, Fenner & Smith Incorporated** 15 rounds together](https://millionrounds.com/providers/merrill-lynch-pierce-fenner-and-smith-incorporated) ## Founders who worked with them No one has said so yet. Worked with them? Say so ## A badge for their site It shows their latest standing in the quarterly rankings and links back here. ## Is this Valmark Securities, Inc.? 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