Valmark Advisers, Inc.
Valmark Advisers, Inc. (CRD# 108050) is a financial advisory firm headquartered in Akron, OH. They manage $7,506,226,783 in 13,514 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management7,506MILLION
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Total Number of Accounts13,514ACCOUNTS
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Average Account Value$555,441
- 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
Gregory Ahrendt (CRD# 1185989) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Saint Cloud, MN and has over 38 years of experience in the finance industry.
Matthew Arey (CRD# 6208714) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Falmouth, ME and has over 7 years of experience in the finance industry.
Amy Armstrong (CRD# 6785318) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.
Mark Armstrong (CRD# 2437788) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron , OH and has over 23 years of experience in the finance industry.
William Arthur (CRD# 2847263) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Fort Mitchell, KY and has over 15 years of experience in the finance industry.
Russell Bauman (CRD# 1086193) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Fairlawn, OH and has over 39 years of experience in the finance industry.
Christopher Bennon (CRD# 4210420) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Parkersburg, WV and has over 22 years of experience in the finance industry.
Frank Bevilacqua (CRD# 4784575) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has over 18 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.
Jonathan Blaisdell (CRD# 6739086) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Falmouth, ME and has over 5 years of experience in the finance industry.
Joseph Bloodgood (CRD# 5527387) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Eden Prairie, MN and has over 14 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.