William Brian Berlin

Current Employers

Employment History

• 02/2001 → 02/2017
  Beard Financial Services, Inc
  Youngstown, OH
• 02/2002 → Present
  Bps Wealth Advisors, Inc
  Canfield, OH
• 08/1998 → Present
  Bps Pension Advisors, Inc
  Canfield, OH
• 01/2017 → Present
  Valmark Securities, Inc.
  Akron, OH
• 02/2017 → Present
  Valmark Advisers, Inc.
  Akron, OH

Other Businesses

1) BPS Pension Advisors, Inc., 3701 Boardman - Canfield Rd. Suite 1, Canfield, OH 44406, 08/1998, 30 HOURS A MONTH DURING MARKET HOURS. THIRD PARTY ADMINISTRATION FIRM FOR RETIREMENT PLANS; STARTED 06/1998; NOT INVESTMENT RELATED; NO CLIENT INVOLVEMENT; PENSION CONSULTANT FOR COMPANIES DESIRING TO ESTABLISH AND/OR MAINTAIN QUALIFIED PLANS FOR THEIR BUSINESS/SECRETARY/CLIENTS PY BEARD PENSION SERVICES. A PERCENTAGE IS PAID TO ME DIRECTLY AND I SHARE IN ANY YEAR END PROFITS./// 2) BPS Wealth Advisors, Inc., 3701 Boardman - Canfield Rd. Suite 1, Canfield, OH 44406, STARTED 06/1998; 50 HOURS A MONTH DURING MARKET HOURS; INVESTMENT RELATED; CLIENT INVOLVEMENT; DISCUSS CLIENT ASSETS AAND PORTFOLIO ALLOCATION, FUTURE INVESTMENT STRATEGIES, ETC; INVESTMENT ADVISOR FOR RIA CLIENTS, MANAGING ASSETS AND PORTFOLIOS FOR THE FIRM; CLIENTS PAY THE FIRM A FEE FOR PORTFOIO MANAGEMENT BASED ON AGREED SCHEDULE./// 3) I AM A TRUSTEE OF A FAMILY MEMBERS CRUT AND CRAT; INVESTMENT RELATED;STARTED 2003; CLIENT INVOLVEMENT-MY FATHER IS A CLIENT IN MY OFFICE. I AM TRUSTEE ON HIS CHARITBALE REMAINDER ANNUITY TRUST AND UNITRUST ASSETS ARE NOT HELD IN OUR OFFICE; I, IN COORDINATION WITH THE FINANCIAL ADVISOR MANAGE THE PORTFOLIOS OF THE TRUST. I AM PAID $2000 ANUALLY FOR EACH TRUST/// 4) GB2, LTD.; STARTED 05/2013; GEN PARTNER; GB2, LTD. MAKES INVESTMENTS IN START UP CORPORATIONS. ALL INVESTMENTS ARE MINORITY STAKES WITH NO INFLUENCE ON A COMPANY'S DAY TO DAY OPERATIONS. CURRENTLY ALL INVESTMENTS OPERATE WITH LOSSES. HOWEVER, IN THEORY WE WOULD BE PAID IF THE INVESTED ENTITY WENT PUBLIC OR WERE SOLD. COMP-CAPITAL GAINS AND CORPORATE DISTRIBUTIONS./// 5) Valmark Securities, Inc., 3701 Boardman - Canfield Rd. Suite 1, Canfield, OH 44406, 01/2017, 70 Hours per month during market hours. Registered Representative, Serve as a registered broker to clients. Compensation - A percentage of gross commissions earned. /// 6) Valmark Advisors, Inc., 3701 Boardman - Canfield Rd. Suite 1, Canfield, OH 44406, 02/2017, 0-1 Hour per month during market hours. Investment Advisor Representative, Serve as in investment advisor to clients; Compensation - A percentage of gross fees collected. /// 7) Executive Insurance Agency, Inc., 130 Springside Drive, Akron, Ohio 44333. 02/2017. 10 Hours per month during market hours. Insurance Agent, Insurance agent providing insurance product sales. Compensation - A percentage of gross insurance commissions collected./// 8) Berlin Fund, President, Charitable Giving Organization, In conjunction with our board of directors, the Berlin fund distributes charitable gifts to 501(c)3 organization we have identified as serving children and young adults in the Northeastern Ohio Area, started 1/2015, not investment related, 6-10 hours per month, does not receive compensation./// 9) Youngstown YMCA - Camp Fitch Branch, Board Member, Advisory board member for the Camp. Help in development of Camp programs, expansion, and staffing, started 1/2010, not investment related, 1-5 hours per month, does not receive compensation./// 10) YMCA of Youngstown, Board Member, Oversee the assets of the Youngstown YMCA endowment, including the Investment policy, and various managers of the assets, started 1/2015, 1-5 hours per month, receives no compensation.///

Exams

• S66 Uniform Combined State Law Examination
  2019-04-30
• S63 Uniform Securities Agent State Law Examination
  1998-11-17