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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-21 |
| FL | RA | APPROVED | 2023-03-09 |
Branch Locations
801 N. Orange Ave. Suite 820, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Indev, Inc. | Orlando | FL | 11/1997 | 08/2020 |
| Cahill, Inc. | Orlando | FL | 03/1986 | 12/2024 |
| Valmark Securities, Inc. | Akron | OH | 02/2014 | 05/2019 |
| Valmark Advisers, Inc. | Akron | OH | 03/2013 | 05/2019 |
| Capacuity Llc | Lake Mary | FL | 07/2019 | 07/2022 |
| Lion Street Financial, Llc. | Ausitin | TX | 05/2019 | 02/2023 |
| Lion Street Advisors, Llc. | Ausitn | TX | 05/1999 | 02/2023 |
| Valmark Securities, Inc. | Akron | OH | 02/2023 | Present |
| Valmark Advisers, Inc. | Akron | OH | 02/2023 | Present |
| One Digital, Inc. | Atlanta | GA | 11/2020 | 12/2024 |
| Cahill2, Inc. Dba Finsec Life | Orlando | FL | 01/2024 | Present |
1. LUIS PALAU ASSOCIATION, BEAVERTON, OR | HOURS PER MONTH: 5 | NATURE OF BUSINESS: GLOBAL EVANGELISM | START DATE: 1970 | POSTION-CHAIRMAN OF THE BOARD; | NO CLIENT INVOLVEMENT | DUTIES-CHAIRMEN OF THE BOARD, AMBASSADOR, COMPENSATION COMMITTEE; COMPENSATION-NONE/// 2. Cahill2, Inc. dba FinSec Life ; start 01/2024; Orlando, FL; owner and sr. Advisor; Life insurance consulting, plan design, sales and service.; investment related; 40 + hours/ month; salary and S dividends./// 3. InDev 2, LLC; 801 N. Orange Ave,, Suite 820, Orlando, FL 32801; Acquire buildable residential real estate; managing member; review financials; YES Investment Related; Start Date 4/29/24; I fund the company along with one of my brothers who is a residential contractor; Approximately 1-5 hrs. per month; WE buy residential lots, brother builds and we share profits. there is no other compensation. My time involvement is less than 1 hour per month./// 4. SnowPiper, LLC; 910 S. Trotters Dr. Maitland, FL 32751; Multi member LLC to hold certain assets owned by my wife and me. Our revocable living trusts are the the only two members of this LLC.; managing member; manage the assets inside the LLC; YES investment related; start date: July 10, 2025; My wife and i own these assets; 1-5 hours per month; organization is a client, These are family assets that we want to protect from potential legal liabilities.; NO conflict of interest; Investment earnings, if any, will be retained in the entity.///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-05-03 |
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