Wayne Minich
Wayne Minich is a ChFC-designated registered investment advisor at Wayne D. Minich & Company, INC., based in Richfield, OH, with 54 years of industry experience. Wayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
WDM & Co. does not directly manage investments. Instead, they help you choose from third-party managed account programs offered through Valmark Advisers, Inc. The fees for these programs are described in Valmark Advisers, Inc.'s regulatory filing and/or the selected asset manager's materials. You may also pay fees for custodial services and transactions.
Location
4603 W, Streetsboro Road, Richfield, OH, 44286
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 1996Other Business ActivitiesSells Insurance
Wayne receives commissions from the sale of life insurance, long-term care insurance, fixed annuities, and disability insurance, some of which are not sold through Valmark. He also receives commissions from Midland National Life Insurance Company for life insurance term conversions, dedicating minimal time to this activity.
Employment History
Current Registrations
Wayne D. Minich & Company, INC.
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Previous Registrations
Ascend Financial Services, INC.Broker
Keogler, Morgan & Company, INC.Broker
Green Hill Financial Service CorporationBroker
Manequity, INC.Broker
State Registrations19 states
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.