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
David Goodfellow (CRD# 5601076) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Pittsford, NY and has over 7 years of experience in the finance industry.
Michael Gross (CRD# 2137004) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Wyomissing, PA and has over 21 years of experience in the finance industry.
Kevin Gundrum (CRD# 2979900) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has over 25 years of experience in the finance industry.
Mark Hadley (CRD# 6831309) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Canfield, OH and has over 5 years of experience in the finance industry.
Susan Hall (CRD# 839973) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Wyomissing, PA and has over 26 years of experience in the finance industry.
Steven Hamann (CRD# 5224041) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Fort Mitchell, KY and has over 14 years of experience in the finance industry.
Aaron Hammer (CRD# 4803779) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Saint Cloud, MN and has over 19 years of experience in the finance industry.
Philip Harriman (CRD# 705217) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Falmouth, ME and has over 21 years of experience in the finance industry.
Mary Harvey (CRD# 2249957) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Beachwood, OH and has over 28 years of experience in the finance industry.
Todd Healy (CRD# 1039615) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Dallas, TX and has over 41 years of experience in the finance industry.