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Elizabeth Erin Kozenko

VALMARK ADVISERS INC·AKRON, Ohio
SIE, Series 27, Series 99TOClean recordVALMARK ADVISERS INC
130 SPRINGSIDE DRIVE, AKRON, OH 44333CRD# 6218110Firm CRD# 108050

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elizabeth Erin Kozenko · AKRON, OH
Registration
CRD #6218110 · VALMARK ADVISERS INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

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

03

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 →
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04

Frequently Asked Questions

What services does Elizabeth Erin Kozenko offer?
Elizabeth Erin Kozenko specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AKRON, Ohio for a consultation.
What are Elizabeth Erin Kozenko's credentials?
Elizabeth Erin Kozenko is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Erin Kozenko located?
Elizabeth Erin Kozenko is based in AKRON, Ohio, working with VALMARK ADVISERS INC. Their office serves clients in the AKRON metropolitan area and surrounding communities.
How does Elizabeth Erin Kozenko charge for services?
Elizabeth Erin Kozenko'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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Other Advisors at VALMARK ADVISERS INC

Lawrence Joseph Rybka
AKRON, OH
Caleb Jonathan Callahan
AKRON, OH
CFP
Douglas Frederick Wilburn
AKRON, OH
Michael Andrew Mcclary
AKRON, OH

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