Caleb Jonathan Callahan

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

• 07/2005 → Present
  Valmark Securities, Inc.
  Akron, OH
• 11/2007 → Present
  Valmark Advisers, Inc.
  Akron, OH

Other Businesses

1.) Chapel Wadsworth; 1391 State Rd., Wadsworth, OH 44281; Volunteer board member and treasurer; Oversight that the organization is following it's constitution and by-laws; NOT Investment Related; Start Date 9/1/2023; Approximately 6-10 hrs. per month; Not Compensated.///

Exams

• S66 Uniform Combined State Law Examination
  2006-11-01

Designations

• Certified Financial Planner