Valmark Advisers Inc

Valmark Advisers Inc, legalmente conocida como VALMARK ADVISERS INC., es una corporación de Ohio que brinda servicios a 26 clientes con un equipo de 230 empleados, todos ellos empleados en roles de asesoramiento. El estado de SEC de la compañía es Aprobado y lo ha sido desde el 29 de mayo de 1998.

• CALEB JONATHAN CALLAHAN

  EVP, CHIEF OPERATING OFFICER posee menos de 5%

• DOUGLAS FREDERICK WILBURN

  CHIEF COMPLIANCE OFFICER/CHIEF LEGAL OFFICER posee menos de 5%

• ELIZABETH ERIN KOZENKO

  VP ACCOUNTING & FINANCE posee menos de 5%

• LAWRENCE JOSEPH RYBKA

  PRESIDENT, DIRECTOR posee menos de 5%

• MICHAEL ANDREW MCCLARY

  CHIEF INVESTMENT OFFICER posee menos de 5%

• VALMARK INVESTMENTS, LLC

  INTERM. SHAREHOLDER posee 75% o más

• EXECUTIVE INSURANCE AGENCY, INC.

  MEMBER posee 75% o más

• VALMARK FINANCIAL GROUP LLC (FKA VALMARK INSURANCE AGENCY, LLC)

  INTERM. SHAREHOLDER posee 75% o más

• The Jentner Corporation
• Symphony Financial Services Inc
• EGI Financial Inc
• Valmark Retirement Advisers LLC
• Springside Partners LLC
• Wells Trecaso Financial Group LLC
• Sequoia Financial Advisors LLC
• Presper Financial Architects LLC
• True Wealth Design LLC
• Oak Associates Ltd

• Analyzing Valmark Advisers, Inc. Q3-Q4 2022 Holdings: Changes, Performance, and Implications for Investors
• Fulton Bank, N.A. to Purchase the Wealth Business of Forney Financial in Altoona, PA.
• Lincoln National (LNC) Extends Tie-Up With Valmark Advisers

• ISHARES TR CORE S&P MCP ETF $342,828k
• ISHARES TR CORE S&P SCP ETF $256,121k
• ISHARES $202,798k
• Xtrackers USD High Yield Corporate Bond ETF $162,099k
• FLEXSHARES TR $141,313k
• ISHARES TR S&P 500 GRWT ETF $74,289k
• ISHARES TR S&P 500 VAL ETF $70,712k
• ISHARES TR CORE S&P TTL STK $63,201k
• INVESCO EXCHNG TRADED FD TR $58,586k
• Mfc Flexshares TR TR IBoxx 3 Yr Target Duration TIPS Index Fd $17,258k