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
Scott Jones (CRD# 1887033) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Charlotte, NC and has over 35 years of experience in the finance industry.
Benjamin Julianel (CRD# 5705371) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Irvine, CA and has over 14 years of experience in the finance industry.
Mark Kalmeyer (CRD# 5648854) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Mentor, OH and has over 14 years of experience in the finance industry.
Nathan Kastner (CRD# 5024820) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Opelika, AL and has over 18 years of experience in the finance industry.
Bob Kawabe (CRD# 2337455) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Honoulul, HI and has over 30 years of experience in the finance industry.
Kenneth Kinman (CRD# 2084512) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Cincinnati, OH and has over 33 years of experience in the finance industry.
Michael Kirshon (CRD# 4403661) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Boca Raton , FL and has over 22 years of experience in the finance industry.
Christopher Klimash (CRD# 2886821) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Falmouth, ME and has over 25 years of experience in the finance industry.
Jared Knobbe (CRD# 6515327) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Elkhorn, NE and has over 8 years of experience in the finance industry.
Paige Kock (CRD# 4232635) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Cincinnati, OH and has over 4 years of experience in the finance industry.