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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 |
|---|---|---|---|
| NV | RA | APPROVED | 2025-01-27 |
| AZ | RA | APPROVED | 2024-05-21 |
| DE | RA | APPROVED | 2023-03-10 |
| MA | RA | APPROVED | 2021-05-25 |
| OH | RA | APPROVED | 2020-03-18 |
| WV | RA | APPROVED | 2019-12-16 |
| NH | RA | APPROVED | 2018-05-25 |
| SC | RA | APPROVED | 2017-08-14 |
| IL | RA | APPROVED | 2017-05-24 |
| DC | RA | APPROVED | 2016-10-17 |
| FL | RA | APPROVED | 2016-05-10 |
| NC | RA | APPROVED | 2014-08-13 |
| IN | RA | APPROVED | 2014-03-06 |
| CO | RA | APPROVED | 2014-02-06 |
| MD | RA | APPROVED | 2011-07-15 |
| NJ | RA | APPROVED | 2011-07-15 |
| PA | RA | APPROVED | 2011-07-15 |
| VA | RA | APPROVED | 2011-07-15 |
Branch Locations
44355 Premier Plaza Suite 200, Ashburn, VA 20147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 07/2011 | Present |
| Valmark Advisers, Inc. | Akron | OH | 07/2011 | Present |
1.) W3 Wealth Management, LLC; 44355 PREMIER PLAZA, SUITE 200, ASHBURN, VA 20147; Financial Services; Partner/Owner; CLIENT MEETINGS AND OVERSEE DAILY ACTIVITIES; INVESTMENT RELATED; STARTED 11/2005; ONE HOUR PER MONTH NOT DURING TRADING HOURS; FINANCIAL INTEREST-I HAVE AN OWNERSHIP INTEREST AND RECEIVE COMPENSATION- BASED ON A % OF NET PROFITS; RENTAL PROPERTY OWNER JOINTLY WITH MY WIFE; MY FIRM, JOINTLY TO MY WIFE AND I; RENTAL INCOME FROM W3 Wealth Management, LLC/// 2.)W3 Wealth Management; 44355 PREMIER PLAZA, SUITE 200, ASHBURN, VA 20147; FIXED INSURANCE SALES; NOT INVESTMENT RELATED; STARTED 1990; INSURANCE AGENT; 5 HOURS PER MONTH DURING TRADING HOURS; CLIENT INVOLVEMENT; SALES AND SERVICE OF FIXED INSURANCE TO NEW AND EXISTING CLIENTS; COMMISSION IS PAID IN THE FORM OF NEW AND RENEWAL COMMISSIONS FROM VARIOUS INSURANCE CARRIERS./// 3.) Loudoun Symphony Association, Inc.; P.O. Box 4476 Leesburg, VA 20177; Local Symphony; Board Member, Treasurer; Attend board meetings, making these meetings a high priority and be prepared to discuss the items on the agenda, Attend Loudoun Symphony Orchestra and Loudoun Symphony Youth Orchestra concerts, Provide leadership and volunteer support when requested, Serve as an active participant in one or more committees (or make a minimum annual gift at the higher level) Serve as Treasurer to budget, report and forecast the financial status to the Board and Executive Committee.; NOT Investment Related; Start Date 06/2026; Approximately 1-5 hrs. per month; No compensation.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-14 |
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