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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 |
|---|---|---|---|
| LA | RA | APPROVED | 2011-06-09 |
| TX | RA | APPROVED | 2011-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 03/2010 | Present |
| Valmark Advisers, Inc. | Akron | OH | 05/2011 | Present |
1.) I OWN COMISKEY SERVICE & INVESTMENT CORP. (CSIC) WHICH RECEIVES LIFE INSURANCE RENEWALS ON POLICIES SOLD PRIOR TO THE FORMATION OF COMISKEY KAUFMAN, INC. NO NEW BUSINESS IS GENERATED BY THIS ENTITY. I DEVOTE NO TIME TO THIS BUSINESS. 12-1-07 I AM PRESIDENT OF COMISKEY KAUFMAN CONSULTING LLC; I HAVE 100% OWNERSHIP OF THE BUSINESS./// 2.) SPRINGSPIRIT; HOUSTON, TX; AFTER SCHOOL PROGRAM IN POVERTY AREA; ADVISOR BOARD; SPORTS MENTORING; NOT INVESTMENT RELATED; NO CLIENT INVOLVEMENT; STARTED 01/2007/// 3.) Board Member of Visitors of MD Anderson, no compensation.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1982-01-28 |
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