Richard Earl Connolly

Employer firm

Valmark Advisers, Inc. CRD 108050

$10.2B regulatory AUM 380 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1980 → 01/2024
  Minnesota Mutual Life
  St Paul, MN
• 05/1985 → Present
  Richard E Connolly & Associates Inc
  Columbus, OH
• 11/1997 → Present
  Valmark Securities, Inc.
  Columbus, OH

Other Businesses

1) I RECEIVE COMMISSIONS FOR THE SALE OF INSURANCE./// 2) Richard E. Connolly & Associates, Inc.; 4535 Helston Court; Columbus, OH 43220; Life Insurance Agency; President; Not Investment Related; Sole Owner; Approximately 6-10 hrs. per month; Salary and profits.///

Exams

• S66 Uniform Combined State Law Examination
  1999-12-07