Adam John Bailey

Valmark Advisers, INC.

22 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Valmark Advisers, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

271 advisors

Number of Clients

13,685 clients

Average Client Portfolio

$612K average

Assets Under Management

$8.4B

Fee Structure

Financial Planning:Investment management only

Location

20507 Nicholas Circle, Ste. 108, Elkhorn, NE, 68022

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Adam is the secretary for RWB, LLC, a family business, and receives dividends. He also owns rental property and is involved with Bailey & Dineen Financial Group, LLC. Finally, Adam is the secretary for Parian Lodge, spending minimal time taking meeting notes.