Keith M Clapacs

Employer firm

Valmark Advisers, Inc. CRD 108050

$10.2B regulatory AUM 380 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 11/2019
  Proequities Inc
  Chardon, OH
• 01/2015 → Present
  Dba - Skoda, Minotti & Co
  Mayfield Village, OH

Previous Registrations

• 2015-01-22 → 2019-11-19
  Concourse Financial Group Securities, Inc.
  Mayfield Village, OH
• 2013-04-18 → 2015-01-29
  Pnc Wealth Management Llc
  Chardon, OH
  Willowick, OH
  Newbury, OH
  Painesville, OH
  Cleveland, OH
• 2012-02-10 → 2013-04-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cleveland, OH

Other Businesses

1) DBA - SKODA, MINOTTI & CO; INVESTMENT RELATED; 6685 BETA DR, MAYFIELD VILLAGE, OH, 44143; FINANCIAL SERVICES; ADVISOR/EMPLOYEE; START DATE: 01/2015; WORK WITH CLIENTS IN MANAGING THEIR FINANCIAL AFFAIRS.

Exams

• S66 Uniform Combined State Law Examination
  2012-02-09

Other Names

• Keith Clapacs