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Current Employers
Valmark Advisers, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
OR RA APPROVED 2025-01-01
VT RA APPROVED 2025-01-01
OH RA APPROVED 2020-03-10
MA RA APPROVED 2019-08-06
CT RA APPROVED 2007-03-28
  • FL RA
    APPROVED
    Since 2025-01-01
  • OR RA
    APPROVED
    Since 2025-01-01
  • VT RA
    APPROVED
    Since 2025-01-01
  • OH RA
    APPROVED
    Since 2020-03-10
  • MA RA
    APPROVED
    Since 2019-08-06
  • CT RA
    APPROVED
    Since 2007-03-28

Branch Locations

201 East Center Street Suite 200, Manchester, CT 06040 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Self/ Wolff Insurance, Inc. Vernon CT 10/1977 Present
Gg&D Vernon CT 02/1979 Present
Minnesota Life St Paul MN 05/1982 Present
Valmark Securites, Inc. Akron OH 03/2007 Present
Valmark Advisers, Inc. Akron OH 03/2007 Present
  • 10/1977 → Present
    Self/ Wolff Insurance, Inc.
    Vernon, CT
  • 02/1979 → Present
    Gg&D
    Vernon, CT
  • 05/1982 → Present
    Minnesota Life
    St Paul, MN
  • 03/2007 → Present
    Valmark Securites, Inc.
    Akron, OH
  • 03/2007 → Present
    Akron, OH
Previous Registrations
  • 1999-09-09 → 2007-03-09
    Securian Financial Services, Inc.
    Vernon, CT
    Manchester, CT
Other Businesses

1)REAL ESTATE PARTNERSHIPS FAMILY. KKB, EXIT 97-ADDRESS FOR ALL 93 ORCHARD HILL DRIVE, WETHERSFIELD, CT 06109. ONE HOUR A MONTH FOR ALL; SINCE 1988. /// 2)I SELL GROUP INSURANCE, MOSTLY SPLIT, I SELL, THEY SERVICE; A FEW HOURS A MONTH; SINCE 1977./// 3)I SELL LIFE INSURANCE, GROUP INSURANCE, LTD INSURANCE AND DISABILITY INSURANCE./// 4)SPEAKING ENGAGEMENTS, FOR WHICH I AM PAID./// 5) CT SECTION PGA GOLF FOUNDATION, CARRIAGE HOUSE, 931 MAIN STREET; SO. GLASTONBURY, CT 06073; CHARITY PROMOTING GOLF; BOARD MEMBER; ATTEND 10 MEETINGS PER YEAR; NOT INVESTMENT RELATED; STARTED 04/01/2014; NO FINANCIAL INTEREST; 1-5 HOURS PER MONTH; NOT CLIENT RELATED; NO CONFLICT OF INTEREST; UNCOMPENSATED POSITION./// 6) Connecticut Center for Entrepreneurship & Innovation, University of Connecticut, 2100 Hillside Road, Storrs, CT 06269; College sponsored organization giving grants to individuals for new concepts and technologies; Operating Board Member; evaluate grant applications, attend board meetings; started 09/2015; no compensation/// 7)Ellington ridge purchasing corporation; Ellington, CT; board member; meet 2 to 4 times a year to approve lease and other various things; own 1 of 320 shares; no compensation./// 8) Wolff Insurance Inc.; 201 East Center Street, Suite 200, Manchester, CT. 06040; President, own operate and sell; YES Investment Related; Start Date 1977; i own 50%; Approximately 40+ hrs. per month; i am compensated from income i generate for the business./// 9) fixed insurance/ fixed annuity sales; various carriers; 05/2024; not investment related; 1-5 hours; commissions./// 10) Thomas and Bette Wolff family Charitable foundation; start 07/1986; board of directors for a charity; Manchester, CT; attend annual meetings; not investment related; 1-5 hours/ month; no compensation.// 11) Lakewood National Country Club; Lakewood Ranch, FL; start 03/2025; lifestyle golf country club; member of finance committee; attend meetings and discuss finance and budget; not investment related; 1-5 hours/ month; no compensation./

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-21
S63 Uniform Securities Agent State Law Examination 1989-12-08
  • S65 Uniform Investment Adviser Law Examination
    1999-06-21
  • S63 Uniform Securities Agent State Law Examination
    1989-12-08
Designations
Other Names
  • Gary Thomas Wolff

View on SEC IAPD

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