Areas of Practice
Investment ManagementRetirement Planning
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
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Location

130 Springside Dr., Akron, OH, 44333

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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.

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Employment History
Current Registrations
Valmark Advisers, INC.
January 2025 - Present · 1 yr 1 mo
Valmark Securities, INC.Broker
December 2024 - Present · 1 yr 2 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.