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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-14 |
| UT | RA | APPROVED | 2026-02-17 |
| WV | RA | APPROVED | 2024-03-25 |
| NY | RA | APPROVED | 2022-11-16 |
| DC | RA | APPROVED | 2021-05-18 |
| FL | RA | APPROVED | 2020-10-15 |
| IL | RA | APPROVED | 2020-10-15 |
| NV | RA | APPROVED | 2020-10-12 |
| OR | RA | APPROVED | 2020-10-09 |
| MN | RA | APPROVED | 2020-10-06 |
| SC | RA | APPROVED | 2020-10-06 |
| MI | RA | APPROVED | 2020-10-05 |
| NC | RA | APPROVED | 2020-10-02 |
| AL | RA | APPROVED | 2020-10-01 |
| CA | RA | APPROVED | 2020-10-01 |
| CO | RA | APPROVED | 2020-10-01 |
| IN | RA | APPROVED | 2020-10-01 |
| OH | RA | APPROVED | 2020-10-01 |
| PA | RA | APPROVED | 2020-10-01 |
| TX | RA | APPROVED | 2020-10-01 |
| VA | RA | APPROVED | 2020-10-01 |
| WI | RA | APPROVED | 2020-10-01 |
Branch Locations
301 Springside Drive, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Akron | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Akron | OH | 11/2016 | 10/2020 |
| Valmark Securities, Inc. | Akron | OH | 10/2020 | Present |
| Valmark Advisers, Inc. | Akron | OH | 10/2020 | Present |
| W3 Wealth Management | Akron | OH | 10/2020 | Present |
| W3 Wealth Advisors, Llc | Akron | OH | 10/2020 | Present |
1. ) The Ninth Light Dojo; Vice President of Martial Arts Studio; volunteer position; no compensation; start 10/2022; not investment related./// 2.) W3 Wealth Advisors; Akron, OH; start 10/2020; managing partner; shareholder; wealth management; investment related; compensation is quarterly distributions./// 3.) Western Golf Association of Evans Scholars Foundation; Director, No duties required, Occasionally, will interview applicants for the scholarship, NOT Investment Related; Approximately 1-5 hrs. per month.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-03 |
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