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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-02-05 |
| VA | RA | APPROVED | 2023-06-13 |
| KS | RA | APPROVED | 2023-06-09 |
| MI | RA | APPROVED | 2023-05-30 |
| WA | RA | APPROVED | 2022-04-01 |
| NC | RA | APPROVED | 2020-11-09 |
| CA | RA | APPROVED | 2020-01-13 |
| FL | RA | APPROVED | 2005-07-13 |
| CO | RA | APPROVED | 2004-03-11 |
| OH | RA | APPROVED | 2004-03-04 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Advisers, Inc. | Akron | OH | 03/2004 | Present |
| Valmark Securities, Inc. | Akron | OH | 04/2009 | Present |
| Poitinger, Redmond, Lyons, Kura, Walker & Company | Akron | OH | 04/2009 | 12/2018 |
| Wealth Impact Partners | Akron | OH | 01/2019 | Present |
1.) COFFMAN FINANCIAL; 33 Merz Blvd. #100 , FAIRLAWN, OH 44333; WEALTH MANAGEMENT;INVESTMENT RELATED: YES;START DATE: 03/2011; HOURS PER MONTH: 40+;CLIENT INVOLVEMENT: YES, WEALTH ADVISOR; COFFMAN FINANCIAL IS MY CORPORATION WHICH RECIEVES MY CONSULTING, INVESTMENT AND INSURANCE COMPENSATION: I AM THE SOLE SHAREHOLDER; MY COMPENSATION FROM VALMARK AND CONSULTING IS PAID INTO COFFMAN FINANCIAL./// 2.) Insurance producer; sale of non-variable life insurance products and group voluntary insurance products with various carriers; commission compensation. 1-5 hours per month; not investment related./// 3.) Wealth Impact Advisors, LLC; 33 Merz Blvd., Suite 100, Fairlawn, OH 44333; Treasurer; Maintain books, oversee cash flow and overhead; NOT Investment Related; Start Date 4/14/2016; I am a 40% owner but there is no real share value. Any money not distributed to pay expenses as of 12.31 each year is distributed to LLC owners as K-1 distributions; Approximately 1-5 hrs. per month; I receive K-1 income based upon my share of undistributed money in the checking account./// 4.) Urban Vision; 749 Blaine Ave, Akron, OH 44310; Charitable organization; Board Member; Serve on the finance committee and provide feedback regarding financial matters related to operations and serve as another set of eyes on the financial statements; NOT Investment Related; Start Date 04/2025; Approximately 1-5 hrs. per month; Receive no compensation./// 5.) LifeWise Academy - Akron; PO Box 1179, Hilliard, OH 43026; provides released time religious instruction for public school students; Leadership Board; I am a member of the local leadership board of LifeWise Academy for the Akron Public School District, I assist the other board members in raising awareness of the educational services now being offered and recruiting other board members and supporters; NOT Investment Related; Start Date 04/01/2026; Approximately 6-10 hrs. per month; I am not being compensated.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-21 |
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