Michael PoitingerCRD Number: 1176123
Current Firm: Valmark Advisers, Inc.
Michael Poitinger (CRD# 1176123) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Fairlawn, OH and has over 33 years of experience in the finance industry. Michael Poitinger 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.
Strategic Wealth Partners, Ltd.
Liberty Partners Capital Management, LLC
|Poitinger Wealth Management Inc.||Fairlawn, OH||Jan 2017 - Current||1|
|Valmark Advisers, Inc.||Akron, OH||May 2011 - Current||7|
|Michael D. Poitinger||Fairlawn, OH||Mar 2000 - Current||18|
|Valmark Securities, Inc.||Akron, OH||Oct 1998 - Current||19|
|Poitinger, Redmond, Lyons, Kura & Co||Akron, OH||Jan 1986 - Dec 2016||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1985|
Total Assets Under Management5,192MILLIONS
Total Number of Accounts8,718ACCOUNTS
Average Account Value$595,509
- 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)
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