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Valmark Advisers, Inc. CRD 108050
$10.2B regulatory AUM 380 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-08-14 |
| NC | RA | APPROVED | 2025-04-21 |
| MI | RA | APPROVED | 2024-08-30 |
| VA | RA | APPROVED | 2020-11-12 |
| PA | RA | APPROVED | 2019-05-09 |
| WI | RA | APPROVED | 2018-02-16 |
| MD | RA | APPROVED | 2014-02-27 |
| AL | RA | APPROVED | 2013-05-16 |
| OH | RA | APPROVED | 2007-02-05 |
| WV | RA | APPROVED | 2007-01-31 |
Branch Locations
2100 Dudley Ave,, Parkersburg, WV 26101 • United States
109 Putnam Street, Mariettta, OH 45750 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 01/2007 | Present |
| Valmark Advisers, Inc. | Akron | OH | 01/2007 | Present |
1.)OBERON HOLDINGS, LLC; 2100 DUDLEY AVE; PARKERSBURG, WV 26101; MEMBER; HOLDS INVESTMENT PROPERTIES; 5 HRS PER MONTH; BEGAN 2005 2.) FIXED INSURANCE CARRIERS-ASH BROKERAGE-FIXED LIFE, ANNUITY, LTC; NO REGISTERED PRODUCTS 3.)BOARD MEMBER FOR PARKERSBURG ART CENTER, NO COMPENSATION. 4.)BENNON & THORPE, LLC, COMPANY USED TO MARKET ADVISORY, SECURITIES AND INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-26 |
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