Valmark Advisers, Inc.

Valmark Advisers, Inc. (CRD# 108050) is a financial advisory firm headquartered in Akron, OH. They manage $4,933,944,338 in 8,706 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,934
    MILLION
  • Total Number of Accounts
    8,706
    ACCOUNTS
  • Average Account Value
    $566,729
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Valmark Advisers, Inc.
Showing 1 - 10 of 221 top financial advisors.
1
Mark S. Armstrong
CRD#: 2437788
130 Springside Drive , Suite 300, Akron , OH 44333
96
Wealthminder
score

Mark Armstrong (CRD# 2437788) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron , OH and has over 17 years of experience in the finance industry.

2
Shawn M. Arseneau
CRD#: 2924823
890 Proprietors Road, Worthington, OH 43085
96
Wealthminder
score

Shawn Arseneau (CRD# 2924823) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Worthington, OH and has over 19 years of experience in the finance industry. Shawn Arseneau 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.

3
Russell P. Bauman
CRD#: 1086193
812 Huron Road, Suite 670, Cleveland, OH 44115
96
Wealthminder
score

Russell Bauman (CRD# 1086193) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Cleveland, OH and has over 33 years of experience in the finance industry.

4
Frank P. Bevilacqua
CRD#: 4784575
90 N. Miller Road, Akron, OH 44333
96
Wealthminder
score

Frank Bevilacqua (CRD# 4784575) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has over 12 years of experience in the finance industry. Frank Bevilacqua 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.

5
Joseph D. Bloodgood
CRD#: 5527387
7500 Flying Cloud Drive, Suite 800, Eden Prairie, MN 55344
96
Wealthminder
score

Joseph Bloodgood (CRD# 5527387) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Eden Prairie, MN and has over 8 years of experience in the finance industry. Joseph Bloodgood 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.

6
Bruce H. Brownell
CRD#: 1779959
814 A1a North, Suite 307, Ponte Vedra Beach, FL 32082
96
Wealthminder
score

Bruce Brownell (CRD# 1779959) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Ponte Vedra Beach, FL and has over 20 years of experience in the finance industry. Bruce Brownell 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.

7
Mark M. Byron
CRD#: 37750
354 Eisenhower Parkway, Plaza Ii, Suite 2900, Livingston, NJ 07039
96
Wealthminder
score

Mark Byron (CRD# 37750) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Livingston, NJ and has over 32 years of experience in the finance industry.

8
Caleb J. Callahan
CRD#: 5011454
130 Springside Drive, Suite 300, Akron, OH 44333
96
Wealthminder
score

Caleb Callahan (CRD# 5011454) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has over 10 years of experience in the finance industry. Caleb Callahan 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.

9
Mark A. Chandik
CRD#: 1345075
8841 Research Drive, Suite 100, Irvine, CA 92618
96
Wealthminder
score

Mark Chandik (CRD# 1345075) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Irvine, CA and has over 20 years of experience in the finance industry.

10
James M. Chapman
CRD#: 1210580
3868 State Street, Suite 201, Santa Barbara, CA 93105
96
Wealthminder
score

James Chapman (CRD# 1210580) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Santa Barbara, CA and has over 24 years of experience in the finance industry. James Chapman 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.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.