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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 | 2009-07-23 |
Branch Locations
51 N. Third Street Suite 101, Newark, OH 43055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farnsworth Financial Services, Inc. | Newark | OH | 11/2006 | Present |
| Valmark Securities, Inc. | Akron | OH | 05/2007 | Present |
| Valmark Advisers, Inc. | Akron | OH | 07/2009 | Present |
1) Rental property owner; own home and rents to tenants for monthly income; not investment related./// 2) Selective Service Board Licking County, Board Member, P.O. Box 94638,Palatine, IL 60094-4638, Volunteer Board Member for US Selective Service, not investment related, started 10/2015, 1-5 hours per month./// 3) Farnsworth Financial Services Inc.; 51 North 3rd St., Ste. 101, Newark, OH 43055; Vice President / Office Manager; YES Investment Related; Start Date 11/2006; Approximately 40+ hrs. per month; W2.///
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