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Current Employers
Valmark Advisers, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2014-06-02
  • OH RA
    APPROVED
    Since 2014-06-02

Branch Locations

2700 Kull Road, Lancaster, OH 43130 • 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 06/2009 Present
Fairfield Financial Lancaster OH 11/2008 Present
Valmark Advisers, Inc. Akron OH 04/2014 Present
  • 06/2009 → Present
    Valmark Securities, Inc.
    Akron, OH
  • 11/2008 → Present
    Fairfield Financial
    Lancaster, OH
  • 04/2014 → Present
    Akron, OH
Other Businesses

1) MASSATTI ENTERPRISES-SALE OF CRAFT ITMES AT CRAFT SHOWS/// 2) FAIRFIELD FINANCIAL SOLUTIONS, 2700 KULL RD., LANCASTER, OH 43130; FINANCIAL PLANNING; SHAREHOLDER ; SINCE 01/2015; MY DUTIES HAVE STAYED THE SAME. I JUST HAVE TO ATTEND THE ANNUAL SHAREHOLDER MEETING A YEAR. MY ADDITIONAL TIME IS MAYBE 5 HOURS A WEEK ADDITIONAL THAT IS ADMINISTRATIVE/FINANCIAL REVIEW OF THE COMPANY; INVESTMENT RELATED; NO CLIENT INVOLVEMENT; I CURRENTLY OWN 50%; COMPENSATION-QUARTERLY DIVIDEND CHECKS./// 3) Hammer, Ruff & Associates, Tax and Consulting, Inc.; Lancaster, OH; President of Accounting/Tax/Bookkeeping Firm; duties include: Assist in the management of the firm; Meeting with clients; Preparing and checking tax returns. Not investment related; Start Date 1/1/2024; Co-Ownership; Approximately 11-20 hrs. per month; compensation is W-2./// 4) Ruff & Associates CPA's Inc.; Lancaster OH; Vice President of Tax & Accounting firm; 1% owner; Currently dormant and no activity planned; no duties. not investment related; no compensation./// 5) Ribbon Masters, Online Sales, President, Bookkeeping, Ordering Ribbon from vendors, started 8/1/2021, not investment related, no compensation provided to owners, 1-5 hours per month./// 6) Sale of Fixed Life Insurance with Jackson National Life Ins.; Submitting fixed direct business; YES Investment Related; Start date 10/18/2022; Compensated by commissions from sales./// 7) Bloom Carroll Elementary PTO; 4955 Carroll Eastern Rd NW, Carroll, OH 43112; Treasurer; Maintain balanced budget, reimburse expenses, approve expenses, attend monthly meetings, create annual budget; NOT Investment Related; Start Date 08/01/2022; Approximately 1-5 hrs. per month; Volunteer position only, no compensation./// 8) RaH Enterprises LLC; 2700 Kull Rd., Lancaster, OH 43130; Commercial Building; Co-Owner; Rental Management; NOT Investment Related'; Start Date 7/1/2024; Approximately 1-5 hrs. per month./// 9) Hammer Insurance LLC; 2700 Kull Road, Lancaster, OH 43130; Health Insurance, Medicare Supplements, Medicaid Compliant SPIAs, Personal Property & Casualty (Home & Auto), Commercial Lines of P&C and Life Insurance under $100,000; Owner; Provide referrals and leads. Check the books and records. Oversee employees, I will not be selling or servicing these clients. I will have staff that will do that; NOT Investment Related; Start Date 08/01/2025; 100% Owner; Approximately 6-10 hrs. per month; yes, client is self; Profits from company./// 10) Bloom Carroll Music Boosters; 5240 Plum Road, Carroll, OH 43112; Support the local school districts music programs; Treasurer; Reimburse expenses, collect monies for fundraiser, concessions, prepare club financials monthly, attend monthly meetings; NOT Investment Related; Start Date 07/01/2025; Approximately 1-5 hrs. per month; Volunteer position.///

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-02-07
  • S63 Uniform Securities Agent State Law Examination
    2014-02-07
Other Names
  • Kasey Ann Mcguire
  • Kasey Ann Lauderman
  • Kasey Ann Lauderman
  • Kasey Ann Massatti

View on SEC IAPD

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