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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-22 |
| SC | RA | APPROVED | 2026-04-15 |
| GA | RA | APPROVED | 2026-01-14 |
| OR | RA | APPROVED | 2025-05-01 |
| KY | RA | APPROVED | 2024-12-18 |
| NY | RA | APPROVED | 2024-10-23 |
| CO | RA | APPROVED | 2024-10-22 |
| OH | RA | APPROVED | 2023-06-08 |
| TX | RA | APPROVED_RES | 2022-04-04 |
| AR | RA | APPROVED | 2022-03-30 |
| WA | RA | APPROVED | 2021-04-26 |
| AZ | RA | APPROVED | 2020-04-09 |
| WI | RA | APPROVED | 2020-03-24 |
| IL | RA | APPROVED | 2020-02-19 |
| CA | RA | APPROVED | 2019-11-21 |
Branch Locations
235 Montgomery Street, 26Th Floor, San Francisco, CA 94104 • United States
235 Montgomery Street 26Th Flr., San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-01-14 |
Branch Locations
235 Montgomery Street 26Th Flr., San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cody Martin Golf, Llc | Cincinnati | OH | 09/2014 | 04/2019 |
| Valmark Advisers, Inc. | Akron | OH | 11/2019 | Present |
| Valmark Securities, Inc | Akron | OH | 11/2019 | Present |
| Sdm Advisors, Llc | San Francisco | CA | 04/2019 | Present |
1.) SDM Advisors, LLC;San Francisco, CA; advisory financial plans; 40+ hours/week; salary is monthly from SDM advisors./// 2.) 5 Buckets Foundation; 235 Montgomery St. 26th Floor, San Francisco, CA 94104; non-profit organization that teaches and promotes financial literacy to a variety of individuals; Board Member; serve on the Board as well as on the Programs and Partnership committee. I attend bi-monthly Board meetings via Zoom and monthly Programs and Partnership meetings to discuss strategies, budget, forecasting, and anything else related to the mission of 5 Buckets; NOT Investment Related; Start Date 05/01/2024; Approximately 1-5 hrs. per month; no compensation./// 3) First Tee Oakland; 901 Oakport St., Ste. 4450, Oakland, CA 94621; non-profit organization teaching underprivileged kids life lessons through the game of golf. We provide free transportation to and from school and give them access to a golf course and free instruction; Board Member; Attend bi-monthly board meetings; participate in fundraising events; cultivate relationships with my network in hopes they become a future donor of FTO; Not Investment Related; Start Date 03/2026; Approximately 1-5 hrs. per month; No compensation.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-06 |
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