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William Matthew Potts

Valmark Advisers, Inc.

Akron, OH

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Current Employers
Valmark Advisers, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-07-06
  • OH RA
    APPROVED
    Since 2026-07-06

Branch Locations

130 Springside Dr., Akron, OH 44333 • 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 Financial Group Akron OH 05/2026 Present
Pioneer Algona Seed Production Forest City IA 07/2022 07/2023
Swensons Cleveland OH 03/2023 01/2025
Sacha Custom Auto Wiring Barberton OH 06/2022 08/2022
Student Akron OH 03/2014 06/2022
Northwestern Mutual Life Insurance Company Milwaukee WI 04/2024 04/2026
Northwestern Mutual Investment Services Llc Canton OH 12/2024 04/2026
  • 05/2026 → Present
    Valmark Financial Group
    Akron, OH
  • 07/2022 → 07/2023
    Pioneer Algona Seed Production
    Forest City, IA
  • 03/2023 → 01/2025
    Swensons
    Cleveland, OH
  • 06/2022 → 08/2022
    Sacha Custom Auto Wiring
    Barberton, OH
  • 03/2014 → 06/2022
    Student
    Akron, OH
  • 04/2024 → 04/2026
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 12/2024 → 04/2026
    Northwestern Mutual Investment Services Llc
    Canton, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-01
S63 Uniform Securities Agent State Law Examination 2025-05-28
  • S65 Uniform Investment Adviser Law Examination
    2026-07-01
  • S63 Uniform Securities Agent State Law Examination
    2025-05-28
Other Names
  • Will Matthew Potts

View on SEC IAPD

Other Firms

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ON INVESTMENT MANAGEMENT CO
CONCURRENT INVESTMENT ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
POITINGER FINANCIAL, INC.
ALDA ADVISORS, INC.
OBJECTIVE CAPITAL MANAGEMENT, LLC
EQUITABLE ADVISORS, LLC

Other Investors

KEVIN JAMES BAUER
WILLIAM THOMAS MAWBY
MATTHEW BURKE PRICE
MICHAEL LEE LALLATHIN
VICTORIA LOUISE ELLINGER
RONALD GREGORY FLOWERS
SEAN MICHAEL HOUSTON
JOSEPH PAUL D'ANNIBALLE

Other Offices

CETERA INVESTMENT ADVISERS LLC · AKRON, OH
ON INVESTMENT MANAGEMENT CO · AKRON, OH
CONCURRENT INVESTMENT ADVISORS, LLC · Akron, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Fairlawn, OH
CETERA INVESTMENT ADVISERS LLC · FAIRLAWN, OH
VALMARK ADVISERS, INC. · Akron, OH
VALMARK ADVISERS, INC. · Fairlawn, OH
VALMARK ADVISERS, INC. · Fairlawn, OH

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