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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 |
|---|---|---|---|
| ID | RA | APPROVED | 2025-02-21 |
| LA | RA | APPROVED | 2024-01-29 |
| VA | RA | APPROVED | 2023-09-13 |
| CO | RA | APPROVED | 2022-05-02 |
| NY | RA | APPROVED | 2021-04-06 |
| IA | RA | APPROVED | 2021-01-04 |
| MI | RA | APPROVED | 2019-08-02 |
| OK | RA | APPROVED | 2018-02-22 |
| IN | RA | APPROVED | 2016-05-17 |
| KY | RA | APPROVED | 2016-05-17 |
| CA | RA | APPROVED | 2015-11-25 |
| CT | RA | APPROVED | 2014-10-07 |
| PA | RA | APPROVED | 2014-07-31 |
| SD | RA | APPROVED | 2014-01-07 |
| DE | RA | APPROVED | 2012-12-12 |
| NV | RA | APPROVED | 2012-06-08 |
| GA | RA | APPROVED | 2011-08-11 |
| FL | RA | APPROVED | 2011-07-21 |
| TX | RA | APPROVED | 2010-02-08 |
| OH | RA | APPROVED | 2007-01-29 |
| WV | RA | APPROVED | 2007-01-25 |
Branch Locations
2100 Dudley Ave., Parkersurg, WV 26101 • United States
109 Putnam Street, Marietta, OH 45750 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 01/2007 | Present |
| Valmark Advisers, Inc. | Akron | OH | 01/2007 | Present |
1.) MHN GOVERNMENT SERVICES, INC. SEMINAR AND WORKSHOP SPEAKER FOR EDUCATION BENEFIT TO MILITARY PERSONNEL./// 2.) DRT CAPITAL LLC; 5303 10TH AVE., VIENNA, WV 26105; FINANCIAL PLANNING, CONSULTING, ADVICE; OWNER; HOLDS OUTSIDE FEE PLANNING REVENUES, ALL NON-BENNON & THORPE BUSINESS; INVESTMENT RELATED//// 3.) BENNON & THORPE LLC; 2100 DUDLEY AVE., PARKERSBURG, WV 26101; FINANCIAL SERVICES; OWNER; HOLDS REVENUES FROM RIA & BROKER/DEALER AFFILIATIONS; INVESTMENT RELATED/// 4.) OBERON HOLDINGS, LLC; 2100 DUDLEY AVE., PARKERSBURG, WV 26101;REAL ESTATE; OWNER; HOLDS INVESTMENT PROPERTIES; INVESTMENT RELATED/// 5.) Upward Basketball; 3300 Rosemar Road, Vienna, WV 26105; Elementary & Middle School Basketball Head Coach, Run practices for one hour two days a week; coach games on Saturday afternoons; started 12/2021; not investment related; no compensation./// 6.) Bread of Life Scholarship Committee; 1701 19th Street, Parkersburg, WV, 26101; Financial Secretary of Scholarship Committee with check writing authority; meet twice a year to give scholarship money; investment related; 1-5 hrs/month; no compensation./// 7.) MOV Select AAU Basketball, 5303 10th Ave, Vienna, WV 26105; Head Coach; Practice two hours per day two times a week and playing in 7 tournaments, not investment related, started 3/1/2023, 31-40 hours per month, receives no compensation./// 8.) Parkersburg High School Boys Track Boosters; 2101 Dudley Ave, Parkersburg, WV 26101; Boys High School Track Boosters; President; meet 1-2 times per month to help support the boys track team by organizing fundraisers, coordinating meals, help buy equipment & help run meets, oversee finances of the organization and check writing authority; YES Investment Related; Start Date 08/2024; Approximately 6-10 hrs. per month; no compensation.///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-06-08 |
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