LR
LR

Lawrence Rybka

31 Years of Experience
Akron, OH
2 DisclosuresBroker

Lawrence Rybka is a registered investment advisor at Valmark Advisers, INC., based in Akron, OH, with 31 years of industry experience. Lawrence 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.

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
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Location

130 Springside Drive, Akron, OH, 44333

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History

Regulatory History (2)
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Regulatory
June 2016
Final
Regulatory
October 2014
Final
Employment History
Current Registrations
Valmark Advisers, INC.
February 1999 - Present · 27 yrs 8 mos
Valmark Securities, INC.
November 1997 - Present · 28 yrs 11 mos
Valmark Securities, INC.Broker
November 1997 - Present · 28 yrs 11 mos
Previous Registrations
Valmark Retirement Advisers, LLC
January 2017 - October 2022 · 5 yrs 9 mos
Ascend Financial Services, INC.Broker
January 1995 - January 1998 · 3 yrs
State Registrations51 states
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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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