Best Investors Account Sign in
Current Employers
Valmark Advisers, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2019-01-15
  • OH RA
    APPROVED
    Since 2019-01-15

Branch Locations

4605 East Galbraith Road Suite 200, Cincinnati, OH 45236 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valmark Securities, Inc Akron OH 07/2018 Present
Valmark Securities, Inc Akron OH 04/2017 07/2018
Colonial Life Florence KY 06/2011 04/2017
Sassy Business Management, Inc Cincinnati OH 01/2019 Present
Resonate, Inc. Cincinnati OH 04/2017 01/2019
  • 07/2018 → Present
    Valmark Securities, Inc
    Akron, OH
  • 04/2017 → 07/2018
    Valmark Securities, Inc
    Akron, OH
  • 06/2011 → 04/2017
    Colonial Life
    Florence, KY
  • 01/2019 → Present
    Sassy Business Management, Inc
    Cincinnati, OH
  • 04/2017 → 01/2019
    Resonate, Inc.
    Cincinnati, OH
Other Businesses

1) TouchPoint Wealth Partners/Sassy Business Mgt., Inc.; 4605 E. Galbraith Road, Ste. 200, Cincinnati, OH 45236; Executive Coordinator; Administrative Assistant to Advisors; YES Investment Related; Start Date 0/01/2019; Approximately 40+ hrs. month; W2 Salary.///

Other Names
  • Amy Jo Schwier

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cincinnati, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor