Valmark Advisers, Inc.

Valmark Advisers, Inc. (CRD# 108050) is a financial advisory firm headquartered in Akron, OH. They manage $7,029,587,820 in 17,262 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,030
    MILLION
  • Total Number of Accounts
    17,262
    ACCOUNTS
  • Average Account Value
    $407,229
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
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Valmark Advisers, Inc.
Showing 1 - 10 of 236 top financial advisors.
1
Gregory A. Ahrendt
CRD#: 1185989
1015 W. St. Germain, Ste 350, Saint Cloud, MN 56301

Gregory Ahrendt (CRD# 1185989) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Saint Cloud, MN and has over 40 years of experience in the finance industry.

2
Thomas G. Anderson
CRD#: 4764223
418 South Minnesota Ave. Suite 10, Saint Peter, MN 56082

Thomas Anderson (CRD# 4764223) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Saint Peter, MN and has over 19 years of experience in the finance industry. Thomas Anderson 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
Matthew L. Arey
CRD#: 6208714
366 Us Route One, Falmouth, ME 04105

Matthew Arey (CRD# 6208714) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Falmouth, ME and has over 9 years of experience in the finance industry.

4
Amy J. Armstrong
CRD#: 6785318
4605 East Galbraith Road, Suite 200, Cincinnati, OH 45236

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.

5
William M. Arthur
CRD#: 2847263
211 Grandview Drive, Suite 235, Fort Mitchell, KY 41017

William Arthur (CRD# 2847263) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Fort Mitchell, KY and has over 17 years of experience in the finance industry.

6
Adam J. Bailey
CRD#: 2947092
108 West Kimball Street, Callaway, NE 68825

Adam Bailey (CRD# 2947092) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Callaway, NE and has over 21 years of experience in the finance industry.

7
Christopher W. Bennon
CRD#: 4210420
2100 Dudley Ave,, Parkersburg, WV 26101

Christopher Bennon (CRD# 4210420) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Parkersburg, WV and has over 23 years of experience in the finance industry.

8
Frank P. Bevilacqua
CRD#: 4784575
90 N. Miller Road, Akron, OH 44333

Frank Bevilacqua (CRD# 4784575) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has over 19 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.

9
Joseph D. Bloodgood
CRD#: 5527387
11095 Viking Drive #500, Eden Prairie, MN 55344

Joseph Bloodgood (CRD# 5527387) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Eden Prairie, MN and has over 15 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.

10
Robert H. Bradford
CRD#: 1324228
12 River Bend Place, Suite 101, Flowood, MS 39232

Robert Bradford (CRD# 1324228) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Flowood, MS and has over 36 years of experience in the finance industry.

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