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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-21 |
| PA | RA | APPROVED | 2022-04-13 |
| VA | RA | APPROVED | 2022-04-13 |
| DE | RA | APPROVED | 2022-03-22 |
| UT | RA | APPROVED | 2021-06-18 |
| NV | RA | APPROVED | 2020-08-11 |
| SC | RA | APPROVED | 2018-07-13 |
| GA | RA | APPROVED | 2017-10-07 |
| OK | RA | APPROVED | 2015-06-19 |
| MN | RA | APPROVED | 2014-01-21 |
| MO | RA | APPROVED | 2013-09-10 |
| CA | RA | APPROVED | 2010-03-04 |
| AZ | RA | APPROVED | 2007-06-25 |
| CO | RA | APPROVED | 2007-06-25 |
| TX | RA | APPROVED_RES | 2007-04-02 |
| NC | RA | APPROVED | 2007-01-22 |
| FL | RA | APPROVED | 2007-01-18 |
| OH | RA | APPROVED | 2004-01-28 |
Branch Locations
4603 W, Streetsboro Road, Richfield, OH 44286 • United States
4603 W. Streetsboro Road, Richfield, OH 44286 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2004-09-22 |
Branch Locations
4603 W. Streetsboro Road, Richfield, OH 44286 • United States
4603 W. Streetsboro Road, Richfield, OH 44286 • United States
4603 West Streetsboro Road, Richfield, OH 44286 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wayne D.MInich & Company | Cleveland | OH | 12/1982 | Present |
| Applied Financial Concepts Inc | Cleveland | OH | 01/1982 | Present |
| Minnesota Mutual | St. Paul | MN | 06/1996 | Present |
| Valmark Securities, Inc. | Akron | OH | 09/1997 | Present |
| Valmark Advisers, Inc. | Akron | OH | 01/2004 | Present |
1) I RECEIVE COMMISSIONS FROM THE SALE OF LIFE INSURANCE. I RECIEVE ADVISORY (RIA) FEES. I RECEIVE COMMISSIONS FROM THE SALE OF LIFE, LTC, FIXED ANNUITY AND DISABILITY INSURANCE THAT IS NOT SOLD THROUGH VALMARK. 2) Midland National Life Insurance Company; 4350 Westown Pkway, West Des Moines, IA 50266; Life Insurance-Term conversion; Not Investment Related; 8/2/19 start date; approximately 1-5 hours per month; Commissions paid directly to Applied Financial Concepts Inc., from Midland. 3) Applied Financial Concepts, Inc.; 4603 W Streetsboro Rd. Richfield, OH 44286; Financial Planning; Founder; Financial planning; YES Investment Related; Start Date 11/1982; 75% Owner; Approximately 40+ hrs. per month; Salary and Rental income paid from company to me.///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-05-01 |
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