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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-04-23 |
| VA | RA | APPROVED | 2025-11-05 |
| NH | RA | APPROVED | 2025-07-29 |
| VT | RA | APPROVED | 2025-06-26 |
| CO | RA | APPROVED | 2025-04-07 |
| NJ | RA | APPROVED | 2024-04-25 |
| CT | RA | APPROVED | 2023-03-28 |
| OK | RA | APPROVED | 2022-12-07 |
| TX | RA | APPROVED_RES | 2022-03-17 |
| IN | RA | APPROVED | 2021-11-10 |
| OH | RA | APPROVED | 2020-09-02 |
| WY | RA | APPROVED | 2020-08-19 |
| NC | RA | APPROVED | 2020-05-20 |
| ID | RA | APPROVED | 2019-01-11 |
| ME | RA | APPROVED | 2017-05-22 |
| FL | RA | APPROVED | 2017-03-08 |
| MA | RA | APPROVED | 2015-12-23 |
| AZ | RA | APPROVED | 2015-12-17 |
| WA | RA | APPROVED | 2015-12-08 |
| OR | RA | APPROVED | 2015-12-07 |
| CA | RA | APPROVED | 2015-12-03 |
Branch Locations
550 Nw Franklin Ave., Suite 368, Bend, OR 97703 • 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 |
|---|---|---|---|---|
| The Rosell Group | Bend | OR | 06/2000 | Present |
| Valmark Securities, Inc. | Bend | OR | 06/2008 | Present |
| Rosell Financial Group | Bend | OR | 06/2008 | Present |
| Valmark Advisers, Inc. | Akron | OH | 12/2015 | Present |
1) BOOK AUTHOR OF 'FAILURE IS NOT AN OPTION' & 'KEEP CLIMBING'; 550 NW FRANKLIN AVE. SUITE 368 BEND, OREGON 97703; NOT INVESTMENT RELATED; POSITION-AUTHOR/OWNER; CLIENT INVOLVEMENT-EACH OF OUR CLIENTS WILL RECEIVE A BOOK; BOOKS ARE FOR SALE ONLINE AND AT LOCAL BOOK STORES./// 2) Vistage, Key Note Speaker, speak to various Vistage Groups across the country. Topics will include retirement, retirement planning and using references to financial planning guide, started in 2020, not investment related, 1-5 hours per month, will be awarded an honorarium fee and will also be compensated for travel expenses. 3) Disability Insurance Sales; NOT Investment Related; Start Date 10/6/2021; Approximately 1-5 hours per month; compensated by commissions on sales./// 4) Vistage Speaker; Vistage International- San Diego, CA; hired several times a year to speak to different Vistage groups around the country to talk about my book- Failure Is Not an Option; Speaker; YES Investment Related: Start Date 2015; Approximately 1-5 hrs. per month; Paid per speech.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-07 |
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