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Valmark Advisers, Inc. CRD 108050
$10.2B regulatory AUM 380 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-08-26 |
| GA | RA | APPROVED | 2024-02-14 |
| AK | RA | APPROVED | 2024-01-02 |
| SC | RA | APPROVED | 2023-05-10 |
| WA | RA | APPROVED | 2023-01-06 |
| FL | RA | APPROVED | 2022-07-14 |
| AZ | RA | APPROVED | 2022-04-21 |
| AR | RA | APPROVED | 2022-04-04 |
| CA | RA | APPROVED | 2022-04-04 |
| CO | RA | APPROVED | 2022-04-04 |
| NJ | RA | APPROVED | 2022-04-04 |
| NY | RA | APPROVED | 2022-04-04 |
| NC | RA | APPROVED | 2022-04-04 |
| TX | RA | APPROVED | 2010-08-03 |
Branch Locations
3555 Timmons Lane Suite 910, Houston, TX 77027 • United States
3555 Timmons Lane Suite 910, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-10-27 |
Branch Locations
3555 Timmons Lane Suite 910, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Patlyn Services, Llc | George West | TX | 01/2006 | Present |
| Valmark Securities, Inc. | Akron | OH | 07/2010 | Present |
| Valmark Advisers, Inc. | Akron | OH | 07/2010 | Present |
| Verde Wealth Group, Llc | Houston | TX | 07/2010 | Present |
1) VALMARK SECURITIES AND VALMARK ADVISERS; 3555 TIMMONS LANE, SUITE 910, HOUSTON, TX 77027; SALE AND MANAGE BROKERAGE, DIRECT AND ADVISORY INVESTMENTS, REGISTERED REPRESENTATIVE AND INVESMENT ADVISER REPRESENTATIVE; STARTED 08/24/2010; 75 HOURS PER MONTH, 75 DURING TRADING HOURS; THE ADVISOR IS PROPERLY LICENSED TO RECEIVE FINANCIAL COMPENSATION FOR INVESTMENT SERVICES (I.E., COMMISSIONS AND ADVISORY FEES)./// 2) VERDE WEALTH GROUP, LLC; 3555 TIMMONS LANE,SUITE 910, HOUSTON, TX 77027; FINANCIAL PLANNING FIRM; INVESTMENT RELATED; STARTED 08/24/2010; 120 HRS/MO, 100 DURING TRADING HRS; INVESTMENT ADVISOR/WEALTH ADVISOR; CLIENT INVOLVEMENT; INTRO APPOINTMENTS, DATA GATHERING, ANALYSIS, PLAN CREATION & PRESENTATION TO CLIENTS; CLIENT PAYS FEE TO VERDE WEALTH GROUP, LLC; ADVISOR WILL BE PROPERLY LICENSED TO RECIEVE FINANCIAL PLANNING FEES./// 3) SALE OF FIXED LIFE INSURANCE, DISABILITY, LTC; NOT INVESTMENT RELATED; RECEIVE TRAIL COMMISSIONS FROM PRIOR SALES AND FIXED PRODUCTS NOT ASSOCIATED WITH VALMARK./// 4) PATLYN CONSULTING GROUP, LLC; PROVIDES MANAGEMENT CONSULTING. PRESIDENT SINCE 1/2006; 0HR/MO, 0 DURING TRADING HRS; PAID HRLY FOR CONSULTING WORK; SPEND LESS THAN 5% OF MY TIME ON THIS TYPE OF WORK; NOT INVESTMENT RELATED.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-26 |
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