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VALMARK RETIREMENT ADVISERS, LLC
VALMARK RETIREMENT ADVISERS, LLC
AKRON, Ohio
·
1 registered advisor
·
CRD# 284914
SEC# 801-108775
0
(330) 576-1234
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
227
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at VALMARK RETIREMENT ADVISERS, LLC
1 registered advisor
Shelly Ann Goering
AKRON, Ohio
CRD# 4712335
05
Office Locations
AKRON, Ohio
1 advisor
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Data sourced from SEC Form ADV filings. VALMARK RETIREMENT ADVISERS, LLC (CRD# 284914) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.