Valmark Advisers, Inc.
Valmark Advisers, Inc. (CRD# 108050) is a financial advisory firm headquartered in Akron, OH. They manage $7,029,587,820 in 17,262 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management7,030MILLION
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Total Number of Accounts17,262ACCOUNTS
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Average Account Value$407,229
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Robert Mathers (CRD# 3168798) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Menomonee Falls, WI and has over 25 years of experience in the finance industry.
Rosalie Mathers (CRD# 6386118) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Menomonee Falls, WI and has over 8 years of experience in the finance industry.
Steven McAbee (CRD# 1978356) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Cincinnati, OH and has over 34 years of experience in the finance industry.
Michael McClary (CRD# 4802823) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron , OH and has over 18 years of experience in the finance industry.
Kathleen McGrath (CRD# 2622547) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Westlake, OH and has over 28 years of experience in the finance industry.
David McKechnie (CRD# 1370140) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Gloucester, MA and has over 38 years of experience in the finance industry.
Frederick McNair (CRD# 1425153) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Annapolis, MD and has over 37 years of experience in the finance industry.
William McNamara (CRD# 2826558) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Cleveland, OH and has over 23 years of experience in the finance industry.
Andrew Meeder (CRD# 6541334) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Lake Worth, FL and has over 6 years of experience in the finance industry.
Michael Michlitsch (CRD# 4702554) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Saint Paul, MN and has over 20 years of experience in the finance industry.