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).
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Total Assets Under Management4,934MILLION
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Total Number of Accounts8,706ACCOUNTS
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Average Account Value$566,729
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Mark Armstrong (CRD# 2437788) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron , OH and has over 18 years of experience in the finance industry.
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.
Russell Bauman (CRD# 1086193) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Cleveland, OH and has over 34 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 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.
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.
Bruce Brownell (CRD# 1779959) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Ponte Vedra Beach, FL and has over 21 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.
Mark Byron (CRD# 37750) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Livingston, NJ and has over 33 years of experience in the finance industry.
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.
Mark Chandik (CRD# 1345075) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Irvine, CA and has over 21 years of experience in the finance industry.
James Chapman (CRD# 1210580) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Santa Barbara, CA and has over 25 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.