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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on July 29, 2017
    • $5.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 9K
      Accounts
    • $595.5K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

229

name start date
Jennifer L. Breton
August 2009
Geordie Marie Hrdlicka
August 2010
Joseph Anthony Trovato
March 2017
Craig Allan Welch
April 2018
Lindsay Paige Franks
September 2018

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Executive Insurance Agency, Inc. -- --
    Valmark Retirement Advisers, LLC IAR $0
    Valmark Securities, Inc. Broker-Dealer --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Douglas Frederick Wilburn Chief Compliance Officer July, 2015 less than 5%
      Lawrence Joseph Rybka President, Director June, 2000 less than 5%
      Michael Andrew Mcclary Chief Investment Officer January, 2010 less than 5%
      Caleb Jonathan Callahan Evp, Chief Operating Officer August, 2015 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees