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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-09-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kre Strategies, Llc | Angola | IN | 01/2008 | 09/2022 |
| Valmark Securities, Inc. | Akron | OH | 03/2018 | Present |
| Valmark Advisers | Akron | OH | 09/2022 | Present |
1. Katken Ventures, LLC., 330 Intertech Pkwy, Suite 233, Angola, IN 46703; Personal small business venture capital investing; investment related; started June 2016; Managing Partner; no client involvement; provide capital and general business advice; compensation-interest on loans and/or dividends./// 2. ShowKase Home Consign, LLC, Home Furniture and Furnishings Consignment, Member, I'm a part owner for banking and business continuation protection purposes, Non investment related, 1-5 hours per month, no compensation./// 3. KRE Strategies, LLC; 810 S. Broad Street, Fremont, IN 46737; Business Consulting Services; NOT Investment Related; Start Date 1/9/2008; LLC 100% Owned; Approximately 40+ hrs. per month; Provide Consulting Services to VFG and VFG Member Firms; Project and/or Hourly Fees./// 4. Trine University; Angola, IN; Board of Trustees; Promote and protect the University's best interests and provide management oversight; start 05/2023; not investment related; no compensation.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-03 |
| S65 | Uniform Investment Adviser Law Examination | 1996-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1986-09-12 |
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