Kathleen Ann Mcgrath

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Westlake, OH
• 11/2016 → 08/2020
  Wells Fargo Clearing Services, Llc
  Westlake, OH
• 08/2020 → Present
  Valmark Securities, Inc
  Akron, OH
• 08/2020 → Present
  Valmark Advisers, Inc.
  Akron, OH
• 08/2020 → Present
  W3 Wealth Advisors, Llc
  Akron, OH
• 08/2020 → Present
  W3 Wealth Management, Llc
  Akron, OH

Previous Registrations

• 2008-01-01 → 2020-08-17
  Wells Fargo Clearing Services, Llc
  Westlake, OH
  Westlake, OH
• 2007-01-08 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Westlake, OH
  St. Louis, MO
• 1999-11-22 → 2007-01-22
  Keybanc Capital Markets Inc.
  Cleveland, OH
  Cleveland, OH

Other Businesses

1) Hugs and Hope Foundation; 911 Bates Dr, Rocky River, OH 44116; 501c Foundation, Mission is to provide assistance to families whose loved ones have been affected by ongoing lung cancer treatments, Board Member board; Attend meetings and plan fund raising event; Start Date 04/04/2016; Approximately 1-5 hours per month; volunteer position; no compensation./// 2) W3 Wealth Management LLC; 1991 Crocker Road, Suite 600, Westlake OH 44145; Principal; Wealth Management And Financial Planning; YES Investment Related; Start Date 8/14/2020; Approximately 40+ hrs. per month; Compensated by fees./// 3.) Westwood Country Club; 22625 Detroit Rd, Rocky River, OH 44116; private club; Finance committee member; Unpaid volunteer committee position. No investment or cash management access. Attend meetings once per month, review financials, participate in budgeting, approve and recommend budget for Board approval; NOT investment related; Start Date 10/01/2024; 1-5 approximate hrs per month; no compensation.///

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-07-26
• S63 Uniform Securities Agent State Law Examination
  1995-07-19

Designations

• Certified Financial Planner

Other Names

• Kathleen A Mcgrath
• Kathleen Mcgrath