Valmark Advisers, Inc.

Valmark Advisers, Inc. (CRD# 108050) is a financial advisory firm headquartered in Akron, OH. They manage $5,137,793,166 in 7,948 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,138
    MILLION
  • Total Number of Accounts
    7,948
    ACCOUNTS
  • Average Account Value
    $646,426
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, WY

Financial Advisors at Valmark Advisers, Inc.
Showing 1 - 10 of 213 top financial advisors.
1
Matthew L. Arey
CRD#: 6208714
Falmouth, ME 04105

Matthew Arey (CRD# 6208714) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Falmouth, ME and has over 5 years of experience in the finance industry.

2
Amy J. Armstrong
CRD#: 6785318
Cincinnati, OH 45236

Amy Armstrong (CRD# 6785318) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.

3
Mark S. Armstrong
CRD#: 2437788
Akron , OH 44333

Mark Armstrong (CRD# 2437788) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron , OH and has over 20 years of experience in the finance industry.

4
Shawn M. Arseneau
CRD#: 2924823
Worthington, OH 43085

Shawn Arseneau (CRD# 2924823) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Worthington, OH and has over 22 years of experience in the finance industry. Shawn Arseneau has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
William M. Arthur
CRD#: 2847263
Fort Mitchell, KY 41017

William Arthur (CRD# 2847263) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Fort Mitchell, KY and has over 13 years of experience in the finance industry.

6
Russell P. Bauman
CRD#: 1086193
Cleveland, OH 44115

Russell Bauman (CRD# 1086193) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Cleveland, OH and has over 36 years of experience in the finance industry.

7
Christopher W. Bennon
CRD#: 4210420
Parkersburg, WV 26101

Christopher Bennon (CRD# 4210420) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Parkersburg, WV and has over 19 years of experience in the finance industry.

8
Frank P. Bevilacqua
CRD#: 4784575
Akron, OH 44333

Frank Bevilacqua (CRD# 4784575) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has over 15 years of experience in the finance industry. Frank Bevilacqua has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Joseph D. Bloodgood
CRD#: 5527387
Eden Prairie, MN 55344

Joseph Bloodgood (CRD# 5527387) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Eden Prairie, MN and has over 11 years of experience in the finance industry. Joseph Bloodgood has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Jacqueline T. Bochenski
CRD#: 2954306
Inverness, IL 60067

Jacqueline Bochenski (CRD# 2954306) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Inverness, IL and has over 22 years of experience in the finance industry.

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