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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-14 |
| IL | RA | APPROVED | 2026-07-20 |
| MD | RA | APPROVED | 2026-07-17 |
| AL | RA | APPROVED | 2026-07-07 |
| NV | RA | APPROVED | 2026-06-22 |
| LA | RA | APPROVED | 2026-05-01 |
| VA | RA | APPROVED | 2025-04-10 |
| AR | RA | APPROVED | 2025-01-02 |
| CA | RA | APPROVED | 2025-01-02 |
| CO | RA | APPROVED | 2025-01-02 |
| DC | RA | APPROVED | 2025-01-02 |
| FL | RA | APPROVED | 2025-01-02 |
| NJ | RA | APPROVED | 2025-01-02 |
| SC | RA | APPROVED | 2025-01-02 |
| WV | RA | APPROVED | 2024-05-29 |
| GA | RA | APPROVED | 2024-02-14 |
| AK | RA | APPROVED | 2024-01-02 |
| NY | RA | APPROVED | 2021-04-21 |
| WA | RA | APPROVED | 2018-04-19 |
| AZ | RA | APPROVED | 2015-06-09 |
| NC | RA | APPROVED | 2010-08-02 |
| TX | RA | APPROVED | 2010-08-02 |
Branch Locations
3555 Timmons Lane Suite 910, Houston, TX 77027 • United States
3555 Timmons Lane Suite 910, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-10-27 |
Branch Locations
3555 Timmons Lane Suite 910, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 07/2010 | Present |
| Valmark Advisers, Inc. | Akron | OH | 07/2010 | Present |
| Verde Wealth Group, Llc | Houston | TX | 07/2010 | Present |
1) VALMARK SECURITIES AND VALMARK ADVISERS; 3555 TIMMONS LANE, SUITE 910, HOUSTON, TX 77027; SALE AND MANAGE BROKERAGE, DIRECT AND ADVISORY INVESTMENTS, REGISTERED REPRESENTATIVE AND INVESMENT ADVISER REPRESENTATIVE; STARTED 08/24/2010; 75 HOURS PER MONTH, 75 DURING TRADING HOURS; THE ADVISOR IS PROPERLY LICENSED TO RECEIVE FINANCIAL COMPENSATION FOR INVESTMENT SERVICES (I.E., COMMISSIONS AND ADVISORY FEES)./// 2) FIXED INSURANCE; SALE OF FIXED LIFE, DISABILITY/LTC/INSURANCE TO CLIENTS REQUIRING SUCH INSURANCE; NOT INVESTMENT RELATED; WILL RECIEVE TRAIL COMMISSIONS FROM PRODUCTS SOLD PRIOR TO ASSOCIATION WITH VALMARK. WILL RECIEVE COMMISSIONS FOR FIXED PRODUCTS INDICATED FOR CLIENTS THAT ARE NOT AVAILBLE THROUGH VALMARK./// 3) VERDE WEALTH GROUP, LLC; 3555 TIMMONS LANE, SUITE 910, HOUSTON, TX 77027; FINANCIAL PLANNING FIRM; STARTED 08/24/2010; 60 HOURS PER MONTH, 30 DURING TRADING HOURS; INVESTMENT ADVISOR/PRINCIPAL; INTRO APPOINTMENTS, DATA GATHERING, ANALYSIS, PLAN CREATION AND PRESENTATION TO CLIENTS. CLIENTS WILL PAY VERDE WEALTH GROUP, LLC A FEE FOR PLANNING SERVICES. THE ADVISOR IS PROPERLY LICENSED TO RECEIVE FINANCIAL PLANNING FEES./// 4) University of Houston WGSS Women's Center, University of Houston, Advisory Board; no specific investment advise offered; not investment related, 10 hours per year, volunteer, no compensation./// 5.) Kick Enterprise Club (Keg.org); Harris County, Texas; Democratic Business Owner Political Club; Board Member; Membership; Start 10/2025; NOT investment related; 1-5 hrs. per month; no compensation.///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-10-31 |
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