PPrivate Fund Data Log in Join · $37/mo

Valmark Financial Group LLC (fka Valmark Insurance Agency, LLC)

Interm. ShareholderValmark Advisers Inc

About Valmark Financial Group LLC (fka Valmark Insurance Agency, LLC)

Valmark Financial Group LLC (fka Valmark Insurance Agency, LLC) is listed as Interm. Shareholder at Valmark Advisers Inc in Akron, OH. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Valmark Advisers Inc
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Valmark Financial Group LLC (fka Valmark Insurance Agency, LLC) work?

Valmark Financial Group LLC (fka Valmark Insurance Agency, LLC) is listed as Interm. Shareholder at Valmark Advisers Inc on SEC Form ADV.

How much of Valmark Advisers Inc does Valmark Financial Group LLC (fka Valmark Insurance Agency, LLC) own?

Form ADV reports a beneficial ownership band of Over 75%.

Valmark Advisers Inc

TitleInterm. Shareholder
OwnershipOver 75%
Control personNo
Since2016
View Valmark Advisers Inc →