Michael J Roehm

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

• 04/1994 → Present
  Lang Financial Group, Llc
  Cincinnati, OH
• 09/2013 → 07/2020
  Cetera Advisor Networks Llc
  El Segundo, CA
• 07/2020 → Present
  Valmark Securities, Inc.
  Akron, OH
• 07/2020 → Present
  Valmark Advisers, Inc.
  Akron, OH

Previous Registrations

• 2013-09-03 → 2020-07-23
  Cetera Wealth Services, Llc
  Cincinnati, OH
• 2006-05-05 → 2013-09-03
  Walnut Street Securities, Inc.
  Cincinnati, OH
  Cincinnati, OH
• 2000-02-15 → 2006-11-03
  Walnut Street Advisers Inc
  Cincinnati, OH

Other Businesses

INDEPENDENT INSURANCE AGENT - LANG FINANCIAL GROUP, INC (DISABILITY, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE); Approx 175 hrs per mo.; START DATE 3/1993; W-2 income.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-09-15