Unclaimed Profile

Caleb Jonathan Callahan

VALMARK ADVISERS INC·AKRON, Ohio

SIE, Series 7, Series 24, Series 66CFPClean record20 years registeredVALMARK ADVISERS INC

130 SPRINGSIDE DRIVE, AKRON, OH 44333CRD# 5011454Firm CRD# 108050

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Caleb Jonathan Callahan · AKRON, OH

Registration

CRD #5011454 · VALMARK ADVISERS INC · 20 years registered

Brand Profile

Not yet started

Career History

VALMARK ADVISERS, INC.

Nov 2007 – present

VALMARK SECURITIES, INC.

Aug 2005 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · August 30, 2005

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VALMARK ADVISERS INC

CRD 108050 · SEC 801-55564

AUM

$7.0B

Regulatory assets under management

Employees

260

17,262 client accounts

Services offered by VALMARK ADVISERS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at VALMARK ADVISERS INC →

Introduction

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Frequently Asked Questions

What services does Caleb Jonathan Callahan offer?

Caleb Jonathan Callahan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AKRON, Ohio for a consultation.

What are Caleb Jonathan Callahan's credentials?

Caleb Jonathan Callahan holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Caleb Jonathan Callahan located?

Caleb Jonathan Callahan is based in AKRON, Ohio, working with VALMARK ADVISERS INC. Their office serves clients in the AKRON metropolitan area and surrounding communities.

How does Caleb Jonathan Callahan charge for services?

Caleb Jonathan Callahan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VALMARK ADVISERS INC?

VALMARK ADVISERS INC has approximately 260 employees and manages $7.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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