Keith Clapacs (CRD# 5994385) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Mayfield Village, OH and has over 12 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dba - Skoda, Minotti & Co | Mayfield Village, OH | Jan 2015 - Current | 9 |
| Proequities Inc. | Chardon, OH | Jan 2015 - Nov 2019 | 4 |
| Pnc Investments | Cleveland, OH | Apr 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2012 |
- CO
- OH
- PA
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Total Assets Under Management7,030MILLIONS
-
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
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