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Nathan Adam Kastner

Valmark Advisers, Inc.

Opelika, AL

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Current Employers
Valmark Advisers, Inc.

130 Springside Drive Suite 300, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-08
SD RA APPROVED 2024-09-11
LA RA APPROVED 2023-09-07
OH RA APPROVED 2022-11-04
UT RA APPROVED 2021-10-29
NC RA APPROVED 2021-07-30
AR RA APPROVED 2017-10-30
TX RA APPROVED 2017-06-08
GA RA APPROVED 2013-01-02
AL RA APPROVED 2011-02-17
  • FL RA
    APPROVED
    Since 2026-01-08
  • SD RA
    APPROVED
    Since 2024-09-11
  • LA RA
    APPROVED
    Since 2023-09-07
  • OH RA
    APPROVED
    Since 2022-11-04
  • UT RA
    APPROVED
    Since 2021-10-29
  • NC RA
    APPROVED
    Since 2021-07-30
  • AR RA
    APPROVED
    Since 2017-10-30
  • TX RA
    APPROVED
    Since 2017-06-08
  • GA RA
    APPROVED
    Since 2013-01-02
  • AL RA
    APPROVED
    Since 2011-02-17

Branch Locations

1800 Airport Road, Opelika, AL 36801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valmark Securities, Inc. Akron OH 08/2005 Present
Capital Asset Strategies,Inc. Opelika AL 02/2005 Present
Valmark Advisers, Inc. Akron OH 02/2011 Present
  • 08/2005 → Present
    Valmark Securities, Inc.
    Akron, OH
  • 02/2005 → Present
    Capital Asset Strategies,Inc.
    Opelika, AL
  • 02/2011 → Present
    Valmark Advisers, Inc.
    Akron, OH
Other Businesses

1. TAX PREPARER FOR SMITH-KASTNER WEALTH MANAGEMENT. I WILL RECEIVE COMPENSATION FOR THIS FROM SMITH-KASTNER WEALTH MANAGEMENT./// 2. SMITH-KASTNER PROPERTY MANAGEMENT, LLC; RENTAL PROPERTY MANAGEMENT; MANAGING MEMBER; OVERSEE MANAGEMENT OF RENTAL PROPERTY; NOT INVESTMENT RELATED; STARTED 03/2015; OWN 50% OF CORPORATION; NO COMPENSATION./// 3. Provides conservatorship services in conjunction w/probate court order and trustee services to a few individuals and trusts, Yes, Investment related; 1/1/19 Start date; Approximate 1-5 hrs per month; Compensated on billable hrs for trust services, flat or hourly rate for conservatorships./// 4. Rotary International Opelika; Opelika, AL; Treasurer of Non-profit civic organization; Invoicing, payment of organizational expenses, reporting of financials to Board of directors; not investment related; no compensation./// 5. Smith-Kastner Wealth Management, LLC; 1800 Airport Road, Opelika, AL 36801; Managing Member; Day-to-day management of a financial services firm, provide financial advice and products to a wide range of clients; YES Investment Related; Start Date 02/2005; Own 25% of Corporation; Approximately 40+ hrs. per month; Salary.///

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-09-22
  • S63 Uniform Securities Agent State Law Examination
    2005-09-22
Designations

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
AVOW WEALTH ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
MORGAN STANLEY
STIFEL, NICOLAUS & COMPANY, INCORPORATED
EDWARD JONES

Other Investors

FRED LANN MIDDLETON
Elizabeth Marguerite Middleton
Martin Keith Branch
RICHARD FRANKLIN HOERLEIN
CATHERINE MARTIN JOHNSTON
Mallory Bailey Stein
JAMES R. HIMMELWRIGHT
John B. Boles

Other Offices

CETERA INVESTMENT ADVISERS LLC · OPELIKA, AL
CETERA INVESTMENT ADVISERS LLC · OPELIKA, AL
AMERIPRISE FINANCIAL SERVICES, LLC · OPELIKA, AL
AVOW WEALTH ADVISORS, LLC · OPELIKA, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · Auburn, AL
WELLS FARGO CLEARING SERVICES, LLC · AUBURN, AL
AMERIPRISE FINANCIAL SERVICES, LLC · AUBURN, AL
MORGAN STANLEY · OPELIKA, AL

More in Opelika, AL

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