David Konikow

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:

Current Employers

Valmark Advisers, Inc.

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

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2025-01-13
NY	RA	APPROVED	2025-01-09
PA	RA	APPROVED	2024-10-10
CT	RA	APPROVED	2023-05-25
FL	RA	APPROVED	2022-02-02
NJ	RA	APPROVED	2004-04-14

SC RA
APPROVED

Since 2025-01-13
NY RA
APPROVED

Since 2025-01-09
PA RA
APPROVED

Since 2024-10-10
CT RA
APPROVED

Since 2023-05-25
FL RA
APPROVED

Since 2022-02-02
NJ RA
APPROVED

Since 2004-04-14

Branch Locations

354 Eisenhower Parkway Suite 2900, Livingston, NJ 07039 • 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

Organization	City	State	From	To
Konikow Assoc Inc	Eng. Cliffs	NJ	10/1984	Present
Valmark Securities, Inc.	Beachwood	OH	02/2004	Present
Valmark Advisers. Inc.	Akron	OH	04/2004	Present

10/1984 → Present

Konikow Assoc Inc

Eng. Cliffs, NJ
02/2004 → Present

Valmark Securities, Inc.

Beachwood, OH
04/2004 → Present

Valmark Advisers. Inc.

Akron , OH

Previous Registrations

2002-07-23 → 2004-02-19

Walnut Street Advisers Inc

Livingston, NJ

Other Businesses

KONIKOW ASSOCIATES INC.;117 RUTHERFOR ROAD, MAHWAH, NJ 07430; STARTED 01/01/1985; EMPLOYEE BENEFITS & LIFE INSURANCE; PRINCIPAL; SLAES AND SERVICE OF EMPLOYEE BENEFITS; INVESTMENT RELATED; 50% OWNER OF THE COMPANY (A C CORP)WITH MY BROTHER; COMPENSATION-W2 SALARY, PS PLAN CONTRIBUTIONS AND LTC INSURANCE PREMIUMS///

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-11-11

S66 Uniform Combined State Law Examination

2000-11-11

Designations

Chartered Financial Consultant

View on SEC IAPD