Valmark Advisers Inc
SEC-registered
Wealth Manager · Large ($10B–$100B)
CRD 108050
· SEC file 801-55564
· Akron, OH
· www.linkedin.com
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ADV data as of Jun 01, 2026
- Regulatory AUM
- $10.2B
- Discretionary
- $10.0B
- Clients
- 14,890
- Avg AUM / client
- $683K
- Accounts
- 20,881
- Employees
- 280
AUM over time
$1.5B
$10.2B
Dec 2011
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 12,995 | $4.2B | 40.9% |
| High net worth individuals | 1,629 | $3.9B | 38.8% |
| Investment companies | 1 | $1.5B | 14.7% |
| Pension and profit sharing plans | 190 | $166M | 1.63% |
| Charitable organizations | 19 | $15.2M | 0.15% |
| Other | 56 | $387M | 3.8% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (291)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lawrence Joseph Rybka | Manager | Feb 1999 (27y) | 25% – 50% of Valmark Insurance Agency, Llc (indirect) | |
| Michael Andrew Mcclary | Chief Investment Officer | Dec 2004 (22y) | Less than 5% | |
| Caleb Jonathan Callahan | Evp, Chief Operating Officer | CFP | Nov 2007 (19y) | Less than 5% |
| Douglas Frederick Wilburn | Chief Compliance Officer/Chief Legal Officer | Jun 2015 (11y) | Less than 5% | |
| Kozenko, Elizabeth, Erin | Vp Accounting & Finance | Feb 2018 (9y) | Less than 5% | |
| Shelby David Morgan | Registered representative | Apr 1999 (27y) | ||
| Wayne Franklin Farnsworth | Registered representative | Apr 1999 (27y) | ||
| Glen Alan Ladau | Registered representative | CFP | Jun 1999 (27y) | |
| James Edward Redmond | Registered representative | CFP | Jan 2000 (27y) | |
| Ronald Eugene Ruff | Registered representative | Feb 2000 (26y) | ||
| Richard Earl Connolly | Registered representative | Feb 2000 (26y) | ||
| Kevin Lee Spearman | Registered representative | Jun 2000 (26y) | ||
| Lance James Spearman | Registered representative | Jun 2000 (26y) | ||
| Ronald Burt Ware | Registered representative | CFP | Jul 2000 (26y) | |
| Jonathan David Herbruck | Registered representative | CFP | Nov 2000 (26y) | |
| Dennis Michael Zaverl | Registered representative | Jan 2001 (26y) | ||
| Vanessa Marie Swank | Registered representative | Jan 2001 (26y) | ||
| William G Schiffman | Registered representative | Personal Financial Specialist | Feb 2001 (25y) | |
| David Lawrence Pelland | Registered representative | Jul 2001 (25y) | ||
| Frederick Vallette Mcnair | Registered representative | Aug 2001 (25y) | ||
| Charles Jay Feldman | Registered representative | Chartered Financial Consultant | May 2002 (24y) | |
| James Daniel Yurman | Registered representative | Oct 2002 (24y) | ||
| Eugene Thomas Ricchetti | Registered representative | Oct 2002 (24y) | ||
| Michael W Kirshon | Registered representative | Nov 2002 (24y) | ||
| Robert Gordon Miller | Registered representative | CFP | Jan 2003 (24y) | |
| Robert Glenn Kruty | Registered representative | May 2003 (23y) | ||
| Philip Edward Harriman | Registered representative | Chartered Financial Consultant | Jun 2003 (23y) | |
| Frederick William Churchley | Registered representative | Nov 2003 (23y) | ||
| Mark Joseph Miller | Registered representative | CFP | Dec 2003 (23y) | |
| Wayne Douglas Minich | Registered representative | Chartered Financial Consultant | Jan 2004 (23y) | |
| Eric Donald Coffman | Registered representative | CFP | Mar 2004 (22y) | |
| Joseph Francis Villa | Registered representative | Mar 2004 (22y) | ||
| David Konikow | Registered representative | Chartered Financial Consultant | Apr 2004 (22y) | |
| Wayne Franklin Farnsworth | Registered representative | May 2004 (22y) | ||
| Micheline Mary Romano | Registered representative | Jun 2004 (22y) | ||
| Frank P Bevilacqua | Registered representative | CFP | Jun 2004 (22y) | |
| Derek Jason Reed | Registered representative | CFP | Nov 2004 (22y) | |
| David Rutger Minich | Registered representative | CFP | Aug 2005 (21y) | |
| Joseph Max Feldman | Registered representative | CFP | Nov 2005 (21y) | |
| Mark Alan Morris | Registered representative | Jan 2006 (21y) | ||
| David Scott Mckechnie | Registered representative | Jan 2006 (21y) | ||
| Michael Merle Nicholson | Registered representative | Chartered Financial Consultant | Apr 2006 (20y) | |
| William Craig Miller | Registered representative | CFP Chartered Financial Consultant | May 2006 (20y) | |
| Lynn Marie Goebel | Registered representative | May 2006 (20y) | ||
| Mary Harvey | Registered representative | Chartered Financial Consultant | Oct 2006 (20y) | |
| Douglas R. Thorpe | Registered representative | CFP Chartered Financial Consultant | Jan 2007 (20y) | |
| Christopher W Bennon | Registered representative | Jan 2007 (20y) | ||
| Gary T. Wolff | Registered representative | Chartered Financial Consultant | Mar 2007 (19y) | |
| William Mcnamara | Registered representative | Apr 2008 (18y) | ||
| Anthony Allen Martin | Registered representative | CFP | Jun 2008 (18y) | |
| Joshua Michael Procaccini | Registered representative | CFP | Aug 2008 (18y) | |
| Kenneth Cecil Kinman | Registered representative | Mar 2009 (17y) | ||
| Brad Dwayne Farnsworth | Registered representative | Jul 2009 (17y) | ||
| Jennifer Lynn Lebel | Registered representative | Aug 2009 (17y) | ||
| Caleb Mark Nitz | Registered representative | CFP | Oct 2009 (17y) | |
| Steven Dale Hamann | Registered representative | Oct 2009 (17y) | ||
| Mark Born Schwendeman | Registered representative | Dec 2009 (17y) | ||
| John Joseph Demboski | Registered representative | CFP | Mar 2010 (16y) | |
| William Michael Arthur | Registered representative | Apr 2010 (16y) | ||
| David Allen Rasch | Registered representative | May 2010 (16y) | ||
| Geordie Marie Hrdlicka | Registered representative | CFP | Aug 2010 (16y) | |
| Patricia Ann Moore | Registered representative | CFP | Aug 2010 (16y) | |
| Robert Alan Mathers | Registered representative | Personal Financial Specialist | Nov 2010 (16y) | |
| Patrick Robert Velekei | Registered representative | CFP | Dec 2010 (16y) | |
| Charles Joseph Corsillo | Registered representative | Jan 2011 (16y) | ||
| Nathan Adam Kastner | Registered representative | CFP | Feb 2011 (15y) | |
| Kurt Allen Creamer | Registered representative | CFA | May 2011 (15y) | |
| Gus Henry Comiskey | Registered representative | May 2011 (15y) | ||
| Michael David Poitinger | Registered representative | May 2011 (15y) | ||
| Edward Charles Skelly | Registered representative | Chartered Financial Consultant | Jul 2011 (15y) | |
| Michael Nguyen Bui | Registered representative | Jul 2011 (15y) | ||
| Donald Eugene Gilin | Registered representative | Jul 2011 (15y) | ||
| Andrew M Von Lehman | Registered representative | Jul 2011 (15y) | ||
| Ryan William Parrott | Registered representative | Oct 2011 (15y) | ||
| Scott Richard Russ | Registered representative | Nov 2011 (15y) | ||
| Frank Matthew Lessick | Registered representative | Dec 2011 (15y) | ||
| Bartlett Churchill Snyder | Registered representative | Jan 2012 (15y) | ||
| Cole Barrett Condon | Registered representative | Chartered Financial Consultant | Feb 2012 (14y) | |
| Jonathan Henry Houk | Registered representative | CFP | Mar 2012 (14y) | |
| Richard Andrew Hillsbery | Registered representative | CFP Personal Financial Specialist | May 2012 (14y) | |
| Christopher John Finefrock | Registered representative | CFP | Jun 2012 (14y) | |
| Charles Owen Moore | Registered representative | Chartered Financial Consultant | Jul 2012 (14y) | |
| Judson J Forner | Registered representative | CFP | Nov 2012 (14y) | |
| Mark Alan Chandik | Registered representative | Chartered Financial Consultant | Feb 2013 (13y) | |
| Elizabeth Irene Corbett | Registered representative | CFP | Mar 2013 (13y) | |
| Gordon Thomas Chisholm | Registered representative | Apr 2013 (13y) | ||
| Julian Herman Good | Registered representative | Chartered Financial Consultant | Oct 2013 (13y) | |
| Kristen Erin Carmichael | Registered representative | Nov 2013 (13y) | ||
| John Paul Francis | Registered representative | Dec 2013 (13y) | ||
| Todd Hunter Martin | Registered representative | Chartered Financial Consultant | Jan 2014 (13y) | |
| Thomas Shelley Moore | Registered representative | Mar 2014 (12y) | ||
| Kasey Ann Hammer | Registered representative | Jun 2014 (12y) | ||
| William Charles Kovar | Registered representative | Oct 2014 (12y) | ||
| Susan Ebbert Hall | Registered representative | Chartered Financial Consultant | Oct 2014 (12y) | |
| Paul Eric Rosen | Registered representative | Oct 2014 (12y) | ||
| Michael Edward Gross | Registered representative | Nov 2014 (12y) | ||
| Jongdai Park | Registered representative | Dec 2014 (12y) | ||
| Joseph Daniel Bloodgood | Registered representative | CFP | Feb 2015 (11y) | |
| Christopher Allen Klimash | Registered representative | Mar 2015 (11y) | ||
| Warren Marshall Miller | Registered representative | Chartered Financial Consultant | Sep 2015 (11y) | |
| Tyler David Denholm | Registered representative | CFA | Oct 2015 (11y) | |
| Thomas Edward Fay | Registered representative | Chartered Financial Consultant | Nov 2015 (11y) | |
| David Marc Rosell | Registered representative | Dec 2015 (11y) | ||
| Cathy Marie Jacobs | Registered representative | Dec 2015 (11y) | ||
| Mark A Kalmeyer | Registered representative | Feb 2016 (10y) | ||
| James Lawrence Dawson | Registered representative | May 2016 (10y) | ||
| Zachary Wayne Hurst | Registered representative | CFP | Jun 2016 (10y) | |
| Michael Christopher Michlitsch | Registered representative | Jun 2016 (10y) | ||
| Bradley Alan Walker | Registered representative | Feb 2017 (10y) | ||
| James Rafoth | Registered representative | Feb 2017 (10y) | ||
| Mark Jason Smallwood | Registered representative | Feb 2017 (10y) | ||
| Robert Lee Smallwood | Registered representative | Feb 2017 (10y) | ||
| William Brian Berlin | Registered representative | Feb 2017 (10y) | ||
| Joseph Anthony Trovato | Registered representative | Mar 2017 (9y) | ||
| Matthew L Arey | Registered representative | Mar 2017 (9y) | ||
| Daniel Joseph Rieman | Registered representative | Apr 2017 (9y) | ||
| Alexander Lee | Registered representative | Jun 2017 (9y) | ||
| Seth John Buckley | Registered representative | CFP | Oct 2017 (9y) | |
| Scott Marshal Jones | Registered representative | Nov 2017 (9y) | ||
| Michael Scott Heath | Registered representative | Jan 2018 (9y) | ||
| Rebecca A Burchill | Registered representative | Chartered Financial Consultant | Jan 2018 (9y) | |
| Jason Andrew Lynn | Registered representative | Mar 2018 (8y) | ||
| Michael Joseph Janosko | Registered representative | Mar 2018 (8y) | ||
| Craig Allan Welch | Registered representative | CFP | Apr 2018 (8y) | |
| Rosalie Kay Mathers | Registered representative | CFP Chartered Financial Consultant | May 2018 (8y) | |
| Paul Anthony Rokosz | Registered representative | CFA | May 2018 (8y) | |
| Stefani Jean Fiedler | Registered representative | CFP Chartered Financial Consultant | Jun 2018 (8y) | |
| Thomas Breslin Strauchon | Registered representative | CFP | Jun 2018 (8y) | |
| Brent John Welch | Registered representative | CFP Chartered Financial Consultant | Aug 2018 (8y) | |
| Mark Daniel Hadley | Registered representative | CFA | Aug 2018 (8y) | |
| Charles Lynn Gable | Registered representative | CFP | Sep 2018 (8y) | |
| Marcus Adam Saskin | Registered representative | CFP | Sep 2018 (8y) | |
| Michael John West | Registered representative | Sep 2018 (8y) | ||
| Paige Gerdes Kock | Registered representative | CFP | Sep 2018 (8y) | |
| Sonya Rachelle Saskin | Registered representative | CFP | Sep 2018 (8y) | |
| Serena Ma Low | Registered representative | CFP | Nov 2018 (8y) | |
| Amy Jo Armstrong | Registered representative | Jan 2019 (8y) | ||
| Henry Burl Pilger | Registered representative | Personal Financial Specialist | Mar 2019 (7y) | |
| Carmen Louis Donofrio | Registered representative | CFP CFA | Apr 2019 (7y) | |
| Eric Michael Clayton | Registered representative | May 2019 (7y) | ||
| Nathan Thompson Mitchell | Registered representative | CFP Chartered Financial Consultant | May 2019 (7y) | |
| Andrew Donald Lamb | Registered representative | Jun 2019 (7y) | ||
| Jacob John Welch | Registered representative | Jul 2019 (7y) | ||
| Joshua Thomas Lieder | Registered representative | Jul 2019 (7y) | ||
| Kristy Lyn Peters | Registered representative | Jul 2019 (7y) | ||
| Samuel J Galloway | Registered representative | CFP | Aug 2019 (7y) | |
| George Bailey Pickett | Registered representative | Aug 2019 (7y) | ||
| John David Williams | Registered representative | Chartered Financial Consultant | Nov 2019 (7y) | |
| Cody Alan Martin | Registered representative | Nov 2019 (7y) | ||
| Eric Alexander Van Meter | Registered representative | Dec 2019 (7y) | ||
| Keith M Clapacs | Registered representative | Jan 2020 (7y) | ||
| Jason Brian Coopersmith | Registered representative | CFP | Jan 2020 (7y) | |
| Jeffrey Kenneth Garnica | Registered representative | Jan 2020 (7y) | ||
| Blake Mc Rae Dickens | Registered representative | Feb 2020 (6y) | ||
| Daniel Patrick Rush | Registered representative | Mar 2020 (6y) | ||
| Adam Laurence Tuttle | Registered representative | Jun 2020 (6y) | ||
| Danny R Holladay | Registered representative | CFP | Jun 2020 (6y) | |
| Michael J Roehm | Registered representative | Jul 2020 (6y) | ||
| Ian G Koutny | Registered representative | Jul 2020 (6y) | ||
| Kyle James Redmond | Registered representative | Jul 2020 (6y) | ||
| Steven Jeffrey Mcabee | Registered representative | Jul 2020 (6y) | ||
| Nathan Edward Moody | Registered representative | Jul 2020 (6y) | ||
| Kenton Mickley | Registered representative | Jul 2020 (6y) | ||
| David Hanna Goodfellow | Registered representative | Aug 2020 (6y) | ||
| Randy Steven Schuster | Registered representative | Aug 2020 (6y) | ||
| Kathleen Ann Mcgrath | Registered representative | CFP | Aug 2020 (6y) | |
| Nathan Parker Chisholm | Registered representative | Sep 2020 (6y) | ||
| Stephen M Catalano | Registered representative | Oct 2020 (6y) | ||
| Christopher Hannan Nyland | Registered representative | Oct 2020 (6y) | ||
| Heath J Smargiasso | Registered representative | Dec 2020 (6y) | ||
| Robert Clark Slane | Registered representative | Feb 2021 (5y) | ||
| Monte James Harrick | Registered representative | Mar 2021 (5y) | ||
| Bob Tetsuya Kawabe | Registered representative | CFP | Mar 2021 (5y) | |
| Robert Angus Macarthur | Registered representative | CFP | Jun 2021 (5y) | |
| Chad Jeff Peterson | Registered representative | CFP | Jul 2021 (5y) | |
| Jason Lynn Ramage | Registered representative | CFP | Jul 2021 (5y) | |
| David Mitchell Rasch | Registered representative | Jul 2021 (5y) | ||
| Troy Wesley Crook | Registered representative | Aug 2021 (5y) | ||
| Andrew Ryan Meeder | Registered representative | Aug 2021 (5y) | ||
| Devaron Maurius Yates | Registered representative | CFP | Aug 2021 (5y) | |
| Grant Eugene Foster | Registered representative | Chartered Financial Consultant | Sep 2021 (5y) | |
| Meghan Marie Hanes | Registered representative | Oct 2021 (5y) | ||
| Brent Lee Walker | Registered representative | Oct 2021 (5y) | ||
| Jonathan M Davis | Registered representative | Oct 2021 (5y) | ||
| Scott Taylor Marshall | Registered representative | CFP | Oct 2021 (5y) | |
| James Moritsugu | Registered representative | Nov 2021 (5y) | ||
| Craig Robert Howard | Registered representative | CFP | Nov 2021 (5y) | |
| Olivia M Groves | Registered representative | CFP | Nov 2021 (5y) | |
| Daniel T Berzinskas | Registered representative | Nov 2021 (5y) | ||
| Laura Steffey Moss | Registered representative | Jan 2022 (5y) | ||
| Edwin Bruton Peacock | Registered representative | Chartered Financial Consultant | Jan 2022 (5y) | |
| Hunter Charles Thomas Lord | Registered representative | Feb 2022 (4y) | ||
| Mikhail Veselov | Registered representative | Feb 2022 (4y) | ||
| Brandon Daniel Dirkschneider | Registered representative | CFP | Mar 2022 (4y) | |
| Kenneth Robert Samuelson | Registered representative | Chartered Financial Consultant | Mar 2022 (4y) | |
| Cindy S Bojanski | Registered representative | CFP | Apr 2022 (4y) | |
| Gregory A Mcdermott | Registered representative | Jun 2022 (4y) | ||
| Benjamin Paul Julianel | Registered representative | Jul 2022 (4y) | ||
| Dylan Campbell Costello | Registered representative | Jul 2022 (4y) | ||
| Steven Hartman Vonschriltz | Registered representative | Jul 2022 (4y) | ||
| John Michael Prince | Registered representative | Jul 2022 (4y) | ||
| William Julius Boersma | Registered representative | Aug 2022 (4y) | ||
| Mark Rothwell | Registered representative | CFP | Sep 2022 (4y) | |
| David Christopher Heine | Registered representative | CFP | Sep 2022 (4y) | |
| Thomas George Anderson | Registered representative | CFP | Sep 2022 (4y) | |
| Gregory Charles Freeman | Registered representative | Chartered Financial Consultant | Sep 2022 (4y) | |
| Kenneth Ray Ehinger | Registered representative | Sep 2022 (4y) | ||
| Adam John Bailey | Registered representative | Nov 2022 (4y) | ||
| Kristina Leigh Wolff Singh | Registered representative | Dec 2022 (4y) | ||
| Bradley Richard Peterson | Registered representative | Jan 2023 (4y) | ||
| Carolyn Jane Smith | Registered representative | Jan 2023 (4y) | ||
| Todd Sheppard Healy | Registered representative | Chartered Financial Consultant | Jan 2023 (4y) | |
| Robert Michael Williams | Registered representative | Jan 2023 (4y) | ||
| Sergio Fernandez | Registered representative | CFP | Feb 2023 (3y) | |
| Michael Anthony Tricaso | Registered representative | Feb 2023 (3y) | ||
| Gregory Scott Cahill | Registered representative | Mar 2023 (3y) | ||
| Gregory Scott Cahill | Registered representative | Mar 2023 (3y) | ||
| Michael Dwaine Watson | Registered representative | CFP | Mar 2023 (3y) | |
| David Mathers | Registered representative | Mar 2023 (3y) | ||
| Krystalynn Michele Schlegel | Registered representative | Chartered Financial Consultant | Mar 2023 (3y) | |
| Michael Amoia | Registered representative | Chartered Financial Consultant | Apr 2023 (3y) | |
| Jared Scot Knobbe | Registered representative | CFP | Jun 2023 (3y) | |
| Allison Miller | Registered representative | CFP | Jun 2023 (3y) | |
| David Lawrence Mack | Registered representative | Jun 2023 (3y) | ||
| William John Mcnamara | Registered representative | Oct 2023 (3y) | ||
| Christine Graves Scott | Registered representative | Chartered Financial Consultant | Nov 2023 (3y) | |
| Jordan Howd | Registered representative | CFP | Dec 2023 (3y) | |
| Raymond Heizer, Jr. | Registered representative | CFP | Jan 2024 (3y) | |
| Mark Joseph Giraud | Registered representative | CFP | Jan 2024 (3y) | |
| Franklin Lamar Stitely | Registered representative | Jan 2024 (3y) | ||
| Scott Bradford Peelen | Registered representative | Chartered Financial Consultant | Feb 2024 (2y) | |
| Daniel Mercer | Registered representative | Feb 2024 (2y) | ||
| Garrett Duchesne | Registered representative | CFP | Apr 2024 (2y) | |
| Jacob Clark | Registered representative | May 2024 (2y) | ||
| Matthew R Edwards | Registered representative | May 2024 (2y) | ||
| James Laurence Bush | Registered representative | May 2024 (2y) | ||
| William Drake Richey | Registered representative | May 2024 (2y) | ||
| Bradley John Mueller | Registered representative | May 2024 (2y) | ||
| Luke Molnar | Registered representative | Jun 2024 (2y) | ||
| George Edward Ossi | Registered representative | Aug 2024 (2y) | ||
| Nicholas Stephen Sirohman | Registered representative | Sep 2024 (2y) | ||
| Tyler Harrison Hines | Registered representative | Sep 2024 (2y) | ||
| Calvin Y Chu | Registered representative | Sep 2024 (2y) | ||
| Alex Daniel Mayes | Registered representative | CFP | Oct 2024 (2y) | |
| Paige Asplin | Registered representative | Oct 2024 (2y) | ||
| Mikael Rodriguez | Registered representative | Oct 2024 (2y) | ||
| Anthony James Corra | Registered representative | CFP | Oct 2024 (2y) | |
| Paul Aubrey Harris | Registered representative | Chartered Financial Consultant | Oct 2024 (2y) | |
| Robert Hardeman Bradford | Registered representative | Chartered Financial Consultant | Oct 2024 (2y) | |
| Robert Gary Dye | Registered representative | Dec 2024 (2y) | ||
| Jackie Lynn Gates | Registered representative | Jan 2025 (2y) | ||
| Lindsay Franks Torres | Registered representative | Jan 2025 (2y) | ||
| Richard Gordon Topp | Registered representative | Jan 2025 (2y) | ||
| Theodore J Kowalchuk | Registered representative | CFP | Jan 2025 (2y) | |
| Brady William Gray | Registered representative | Jan 2025 (2y) | ||
| Ian Jeffrey Imbody | Registered representative | Jan 2025 (2y) | ||
| Benjamin Michael Coughenour | Registered representative | Jan 2025 (2y) | ||
| Micah Joseph Alan Bogue | Registered representative | Feb 2025 (1y) | ||
| Joseph Glenn Larson | Registered representative | Feb 2025 (1y) | ||
| Alexander Adams | Registered representative | Feb 2025 (1y) | ||
| Aidan Joshua Baron | Registered representative | Mar 2025 (1y) | ||
| Matthew Schuster | Registered representative | May 2025 (1y) | ||
| William Tropp | Registered representative | Jun 2025 (1y) | ||
| Zach Driscoll | Registered representative | Jul 2025 (1y) | ||
| Jesse Luke Mc Callister | Registered representative | Jul 2025 (1y) | ||
| Michael Lee Demers | Registered representative | CFP | Aug 2025 (1y) | |
| Michael James Paluch | Registered representative | Sep 2025 (1y) | ||
| Kelly Weidendorf | Registered representative | Oct 2025 (1y) | ||
| Eric Matthew Pelle | Registered representative | Oct 2025 (1y) | ||
| Melissa Marie Paione | Registered representative | Nov 2025 (1y) | ||
| Tate Dean Trovato | Registered representative | Nov 2025 (1y) | ||
| Thomas Kurt Urdahl | Registered representative | Nov 2025 (1y) | ||
| Scott E Kelly | Registered representative | Jan 2026 (1y) | ||
| Maria Isabel Carchi | Registered representative | Jan 2026 (1y) | ||
| Ronak Adani | Registered representative | CFP | Jan 2026 (1y) | |
| Caleb Crabtree Rand | Registered representative | Jan 2026 (1y) | ||
| Kenneth Wilson Hawkins | Registered representative | Feb 2026 (0y) | ||
| Connor Michael Leonard | Registered representative | Feb 2026 (0y) | ||
| David Brunson | Registered representative | Feb 2026 (0y) | ||
| Teddy Milbrandt | Registered representative | Feb 2026 (0y) | ||
| Brent Hill | Registered representative | Feb 2026 (0y) | ||
| Rushik Bandodkar | Registered representative | Mar 2026 (0y) | ||
| Emily C James | Registered representative | Mar 2026 (0y) | ||
| Armando Consolacion | Registered representative | Apr 2026 (0y) | ||
| Danielle B Amundson | Registered representative | Apr 2026 (0y) | ||
| Austin Hussey | Registered representative | Apr 2026 (0y) | ||
| Joshua Scott Medeiros | Registered representative | Apr 2026 (0y) | ||
| Kevin Michael Bilenchi | Registered representative | Jun 2026 (0y) | ||
| William Matthew Potts | Registered representative | Jul 2026 (0y) | ||
| Connor Paul Quesenberry | Registered representative | Jul 2026 (0y) | ||
| Caleb Joshua Procaccini | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Valmark Investments, Llc | Interm. Shareholder | Jun 2000 | A | 75% or more |
| Executive Insurance Agency, Inc. | Member | Jun 2000 | B | ≈ 56.25% – 100% via Valmark Investments, Llc |
| Valmark Financial Group Llc (Fka Valmark Insurance Agency, Llc) | Interm. Shareholder | Jun 2016 | B | ≈ 42.19% – 100% via Executive Insurance Agency, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Executive Insurance Agency, Inc.: 75% – 100% of Valmark Investments, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Valmark Financial Group Llc (Fka Valmark Insurance Agency, Llc): 75% – 100% of Executive Insurance Agency, Inc. × 75% – 100% of Valmark Investments, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (65)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Sweetser 403(b) Employees Savings Plan | Sweetser | 551 | $34.6M | 07/01/2024 |
| Preble Street Section 403(b) Plan | Preble Street | 346 | $5.4M | 07/01/2024 |
| Johnny's Selected Seeds 401(k) Retirement Savings Plan | Johnnys Selected Seeds | 282 | $10.9M | 07/01/2024 |
| Hussey Corporation 401(k) Profit Sharing Plan | Hussey Corporation | 314 | $59.1M | 04/01/2024 |
| Preservation Management, Inc. 401(k) Profit Sharing Plan | Preservation Management, Inc. | 324 | $7.6M | 01/01/2024 |
| Applied Engineering, Inc. Employee Stock Ownership Plan And Trust | Applied Engineering, Inc. | 83 | $18.8M | 01/01/2024 |
| Piper Shores 401(k) Plan | Maine Life Care Retirement Community, Inc. Dba Piper Shores | 234 | $9.3M | 01/01/2024 |
| Tyler Technologies, Inc. 401(k) Profit Sharing Plan & Trust | Tyler Technologies, Inc. | 7,135 | $1.2B | 01/01/2024 |
| Barnes & Thornburg Llp Profit Sharing Plan | Barnes & Thornburg Llp | 1,515 | $754M | 01/01/2024 |
| Evans Management Group 401(k) Retirement Plan | Evans Management Group, Llc | 236 | $20.9M | 01/01/2024 |
| Vandevere 401 K Profit Sharing Plan And Trust | Vandevere, Inc. | 358 | $24.9M | 01/01/2024 |
| Andwell Health Partners | Androscoggin Home Health Services,Inc. | 874 | $34.9M | 01/01/2024 |
| Geiger Group 401(k) Plan | G4 Holdings, Inc. Dba Geiger Group | 369 | $38.4M | 01/01/2024 |
| Rcd Sales Company Profit Sharing Plan & Trust | Rcd Sales Company | 144 | $12.4M | 01/01/2024 |
| Portland Community Health Center 403(b) Plan | Portland Community Health Center | 175 | $5.6M | 01/01/2024 |
| Zaremba Management Company 401(k) Retirement Savings Plan | Zaremba Management Company | 124 | $8.8M | 01/01/2024 |
| Dennis Food Service 401(k) Retirement Plan | Dennis Beverage Company | 154 | $8.0M | 01/01/2024 |
| Schlotterbeck & Foss 401(k) Plan | Schlotterbeck & Foss Company | 167 | $6.4M | 01/01/2024 |
| Advanced Process Technologies, Inc. 401(k) Profit Sharing Plan | Advanced Process Technologies, Inc. | 138 | $18.2M | 01/01/2024 |
| Wh Midwest, Llc 401(k) Profit Sharing Plan | Wh Midwest, Llc Dba Wayne Homes | 151 | $11.0M | 01/01/2024 |
| Rlc Engineering 401(k) Profit Sharing Plan | Rlc Engineering, Llc | 155 | $16.5M | 01/01/2024 |
| Nfi 401(k) Plan | Newbury Franklin Industrials Llc | 351 | $8.2M | 01/01/2024 |
| Ritchie Engineering Company Savings And Retirement Plan | Ritchie Engineering Company, Inc. | 117 | $10.5M | 01/01/2024 |
| Kennebunk Savings Bank 401(k) Plan | Kennebunk Savings Bank | 343 | $35.9M | 01/01/2024 |
| Scott's Recreation Employee Stock Ownership Plan | Chambers Leasing | 159 | $39.4M | 01/01/2024 |
Top 25 of 65 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/01/2026 | 1.61 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $6.4B (63% of AUM) Jun 2026
- Pershing $785M (8% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 01, 2026.
View current Form ADV (SEC/IAPD) ↗