Luke Molnar

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

• 04/2014 → 05/2024
  Full-Time Student
  Rochester, NY
• 05/2021 → 06/2023
  Wegmans Food Markets Inc
  Rochester, NY
• 06/2023 → 05/2024
  Valmark Securities - Coordinated Plan Inc
  Pittsford, NY
• 05/2024 → Present
  Valmark Securities - Coordinated Plan Inc
  Pittsford, NY

Other Businesses

1.) Coordinated Plan, Inc.; 1080 Pittsford Victor Road, Pittsford, NY 14534; Client Service Associate; YES Investment Related; Approximately 40+ per month; paid via W-2 wage.///

Exams

• S66 Uniform Combined State Law Examination
  2024-06-21