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VALMARK ADVISERS INC
VALMARK ADVISERS INC
VALMARK ADVISERS, INC.
AKRON, Ohio
·
9 registered advisors
·
CRD# 108050
SEC# 801-55564
156
800-765-5201
01
Firm Overview
AUM
$7.0B
Regulatory assets under management
Employees
260
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at VALMARK ADVISERS INC
9 registered advisors
Betty A Brost
AKRON, Ohio
CRD# 1533263
Caleb Jonathan Callahan
AKRON, Ohio
CRD# 5011454
David Kenton Critzer
AKRON, Ohio
CRD# 2836741
Douglas Frederick Wilburn
AKRON, Ohio
CRD# 1407686
Elizabeth Erin Kozenko
AKRON, Ohio
CRD# 6218110
Josephine Rybka
AKRON, Ohio
CRD# 4353939
Lawrence Joseph Rybka
AKRON, Ohio
CRD# 1661511
Lawrence Steve Rybka
AKRON, Ohio
CRD# 1039849
Michael Andrew Mcclary
AKRON, Ohio
CRD# 4802823
05
Office Locations
AKRON, Ohio
9 advisors
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Data sourced from SEC Form ADV filings. VALMARK ADVISERS INC (CRD# 108050) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.