Valmark Securities, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
444
Avg account
$0

Firm details

Headquarters
Akron, Ohio
CRD number
31243
Registered since
January 22, 1993

Firm profile

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Overview

Valmark Securities, Inc. is organized as a corporation with ownership identified as a combination of a domestic entity and an individual. In the available records the firm is listed as "Unclassified." The firm is not described as a capital allocator, is not flagged as an active ESG investor, and is not designated as a multi-state adviser. It is also not identified as a pension consultant, a related adviser, or a newly formed adviser. Available information does not include details about the firm’s advisory activities, client segments, fee schedules, or investment strategies, so no conclusions about those topics can be drawn from the provided data.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 36
  • Patricia Moore

    Patricia Moore

    Chief Operating OfficerCRD 5713558

  • Michael Chisnell

    Michael Chisnell

    Partner, Chief Investment OfficerCRD 5125517

  • John Demboski

    John Demboski

    CEOCRD 4320709

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Contacts

3 of 408
  • Kasey Hammer

    Kasey Hammer

    Vice PresidentCRD 5640581

  • Mark Kalmeyer

    Mark Kalmeyer

    Registered RepresentativeCRD 5648854

  • Benjamin Julianel

    Benjamin Julianel

    FounderCRD 5705371

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Akron, OH

Summit

Location

Akron, OH

Headquartered in Akron, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Summit
Address
130 Springside Dr
Time zone
ET (UTC-5)
Office locations

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