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Gary Wolff

Valmark Advisers, INC.
44 Years of Experience
Manchester, CT
1 DisclosureBrokerSells Insurance
View SEC Summary
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Gary Wolff is a ChFC-designated registered investment advisor at Valmark Advisers, INC., based in Manchester, CT, with 44 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 14,890 clients with $10B in assets under management.

Valmark Advisers, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
290 advisors
Number of Clients
14,890 clients
Average Client Portfolio
$683K average
Assets Under Management
$10.2B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.95%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Other programs have different fee structures, such as the American Funds F-2 program at a flat 1.00% and fee-based annuities/life insurance capped at 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

201 East Center Street, Suite 200, Manchester, CT, 06040

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2007
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gary is involved in several outside business activities, including real estate partnerships, insurance sales (group, life, LTD, and disability), speaking engagements, and board memberships for various organizations. He is also the President and part owner of Wolff Insurance Inc., dedicating about a quarter of his time to this role.

Employment History
Current Registrations
Valmark Advisers, INC.
March 2007 - Present · 19 yrs 7 mos
Valmark Securities, INC.Broker
March 2007 - Present · 19 yrs 7 mos
Previous Registrations
Securian Financial Services, INC.
September 1999 - March 2007 · 7 yrs 6 mos
Securian Financial Services, INC.Broker
May 1991 - March 2007 · 15 yrs 10 mos
Mimlic Sales CorporationBroker
May 1987 - March 1991 · 3 yrs 10 mos
Sma Equities, INC.Broker
May 1982 - May 1987 · 5 yrs
State Registrations19 states
CACTFLGAILKYMAMDMEMNNCNYOHORPARIVAVTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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