Valmark Advisers Inc
Legal Name: VALMARK ADVISERS INC
Full Contact Details
Valmark Advisers Inc
130 SPRINGSIDE DRIVE, SUITE 300, AKRON, OH
800-765-5201
330-576-1250
Other Info
Valmark Advisers Inc, legally known as VALMARK ADVISERS INC., is an Ohio Corporation that serves 26 clients with a team of 230 employees, all employed in advisory roles. The company's SEC status is Approved and has been so since May 29, 1998.
Valmark Financial Group
ValMark Securities is a national independent broker dealer specializing in both equity and risk management products and support services for the nation's top echelon of wealth transfer, corporate insurance and wealth advisory firms.
Valmark Financial Group
Valmark is an independent broker-dealer licensed in 50 states for life insurance and securities with corporate offices in Akron, Ohio & St. Paul, Minnesota.
Direct Owners
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CALEB JONATHAN CALLAHAN
EVP, CHIEF OPERATING OFFICER owns less than 5%
-
DOUGLAS FREDERICK WILBURN
CHIEF COMPLIANCE OFFICER/CHIEF LEGAL OFFICER owns less than 5%
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ELIZABETH ERIN KOZENKO
VP ACCOUNTING & FINANCE owns less than 5%
-
LAWRENCE JOSEPH RYBKA
PRESIDENT, DIRECTOR owns less than 5%
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MICHAEL ANDREW MCCLARY
CHIEF INVESTMENT OFFICER owns less than 5%
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VALMARK INVESTMENTS, LLC
INTERM. SHAREHOLDER owns 75% or more
Indirect Owners
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EXECUTIVE INSURANCE AGENCY, INC.
MEMBER owns 75% or more
-
VALMARK FINANCIAL GROUP LLC (FKA VALMARK INSURANCE AGENCY, LLC)
INTERM. SHAREHOLDER owns 75% or more
Firms Located Nearby
News
Top Holdings
- 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