VALMARK ADVISERS INC

VALMARK ADVISERS INC of AKRON, OH is an SEC-registered investment adviser (CRD 108050). Regulatory assets under management: $10.2B. This firm reports disciplinary history on Form ADV.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.

Officers, owners & control persons (22)

NameRoleLocation
Lawrence Joseph RybkaMANAGER; PRESIDENT, DIRECTOR
Michael Andrew McclaryCHIEF INVESTMENT OFFICER
Douglas Frederick WilburnCHIEF COMPLIANCE OFFICER/CHIEF LEGAL OFFICER
Caleb Jonathan CallahanEVP, CHIEF OPERATING OFFICER
Elizabeth Erin KozenkoVP ACCOUNTING & FINANCE
PUSEY MARK EDWARDVICE PRESIDENT; VICE PRESIDENT, CCO
CRITZER DAVID KENTONCFO; CFO, TREASURER; TREASURER & SECRETARY
RYBKA LAWRENCE STEVEMEMBER
RYBKA JOSEPHINEMEMBER
RYBKA LAWRENCE JOSEPHDIRECTOR; MANAGER; MEMBER (+4 more)
ARCECI RICHARD MICHAELCHIEF COMPLIANCE OFFICER, CHIEF LEGAL COUNSEL; CHIEF LEGAL COUNSEL & EXECUTIVE VP; PRESIDENT, COO, CCO (+1 more)
WILBURN DOUGLAS FREDERICKCHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/CHIEF LEGAL OFFICER
VOORHEES TIMOTHY LEEPRESIDENT
COFFMAN ERIC DONALDVICE PRESIDENT
GOEBEL LYNN MARIECHIEF COMPLIANCE OFFICER
GOEBEL LYNN MCHIEF COMPLIANCE OFFICER
GOERING SHELLY ANNCHIEF LEGAL OFFICER
MCCLARY MICHAEL ANDREWCHIEF INVESTMENT OFFICER
CALLAHAN CALEB JONATHANEVP, CHIEF OPERATING OFFICER
KOHMANN DEAN DOUGLASSENIOR VICE PRESIDENT, INVESTMENT SERVICES
BROST BETTY ACHIEF FINANCIAL OFFICER
KOZENKO ELIZABETH ERINVP ACCOUNTING & FINANCE

Disclosures (16)

InitiatedTypeAllegationsStatusAmount
regulatory
civil

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