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).
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Total Assets Under Management7,030MILLION
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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
Mark Morris (CRD# 2334969) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Kettering, OH and has over 22 years of experience in the finance industry.
Thomas Mulder (CRD# 1017836) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Saint Cloud, MN and has over 42 years of experience in the finance industry.
Michael Nicholson (CRD# 347775) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Madison, WI and has over 39 years of experience in the finance industry.
Caleb Nitz (CRD# 5310530) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has over 14 years of experience in the finance industry.
Jongdai Park (CRD# 4836524) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Gloucester, MA and has over 19 years of experience in the finance industry.
Ryan Parrott (CRD# 4329754) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Mason, MI and has over 23 years of experience in the finance industry.
Scott Peelen (CRD# 2193172) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Winter Park, FL and has over 26 years of experience in the finance industry.
Kristy Peters (CRD# 4137600) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Onalaska, WI and has over 24 years of experience in the finance industry.
Chad Peterson (CRD# 7055264) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Rice Lake, WI and has over 5 years of experience in the finance industry.
George Pickett (CRD# 804459) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Flowood, MS and has over 34 years of experience in the finance industry.