VALMARK RETIREMENT ADVISERS, LLC
CRD #284914 SEC #801-108775 AKRON, OH (330) 576-1234
SEC Registered Disclosures
Total AUM
$0
Discretionary
$0
Employees
227
Clients
0
Accounts
0
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 18, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CALLAHAN, CALEB, JONATHAN | I | EVP, CHIEF OPERATING OFFICER | NA | Control |
| CALLAHAN, CALEB, JONATHAN | I | EVP, CHIEF OPERATING OFFICER | NA | Control |
| CALLAHAN, CALEB, JONATHAN | I | EVP, CHIEF OPERATING OFFICER | NA | Control |
| CALLAHAN, CALEB, JONATHAN | I | EVP, CHIEF OPERATING OFFICER | NA | Control |
| CALLAHAN, CALEB, JONATHAN | I | EVP, CHIEF OPERATING OFFICER | NA | Control |
| CALLAHAN, CALEB, JONATHAN | I | EVP, CHIEF OPERATING OFFICER | NA | Control |
| CALLAHAN, CALEB, JONATHAN | I | EVP, CHIEF OPERATING OFFICER | NA | Control |
| CALLAHAN, CALEB, JONATHAN | I | EVP, CHIEF OPERATING OFFICER | NA | Control |
| CALLAHAN, CALEB, JONATHAN | I | EVP, CHIEF OPERATING OFFICER | NA | Control |
| CALLAHAN, CALEB, JONATHAN | I | EVP, CHIEF OPERATING OFFICER | NA | Control |
| GOERING, SHELLY, ANN | I | CHIEF LEGAL OFFICER | NA | |
| GOERING, SHELLY, ANN | I | CHIEF LEGAL OFFICER | NA | |
| KOZENKO, ELIZABETH, ERIN | I | VP FINANCE & ACCOUNTING | NA | Control |
| KOZENKO, ELIZABETH, ERIN | I | VP FINANCE & ACCOUNTING | NA | Control |
| KOZENKO, ELIZABETH, ERIN | I | VP FINANCE & ACCOUNTING | NA | Control |
| KOZENKO, ELIZABETH, ERIN | I | VP FINANCE & ACCOUNTING | NA | Control |
| KOZENKO, ELIZABETH, ERIN | I | VP FINANCE & ACCOUNTING | NA | Control |
| KOZENKO, ELIZABETH, ERIN | I | VP FINANCE & ACCOUNTING | NA | Control |
| KOZENKO, ELIZABETH, ERIN | I | VP FINANCE & ACCOUNTING | NA | Control |
| MCCLARY, MICHAEL, ANDREW | I | CHIEF INVESTMENT OFFICER | NA | |
| MCCLARY, MICHAEL, ANDREW | I | CHIEF INVESTMENT OFFICER | NA | |
| MCCLARY, MICHAEL, ANDREW | I | CHIEF INVESTMENT OFFICER | NA | |
| MCCLARY, MICHAEL, ANDREW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MCCLARY, MICHAEL, ANDREW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MCCLARY, MICHAEL, ANDREW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MCCLARY, MICHAEL, ANDREW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MCCLARY, MICHAEL, ANDREW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MCCLARY, MICHAEL, ANDREW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MCCLARY, MICHAEL, ANDREW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RYBKA, LAWRENCE, JOSEPH | I | PRESIDENT, MANAGER | NA | Control |
| RYBKA, LAWRENCE, JOSEPH | I | PRESIDENT, MANAGER | NA | Control |
| RYBKA, LAWRENCE, JOSEPH | I | PRESIDENT, MANAGER | NA | Control |
| RYBKA, LAWRENCE, JOSEPH | I | PRESIDENT, MANAGER | NA | Control |
| RYBKA, LAWRENCE, JOSEPH | I | PRESIDENT, MANAGER | NA | Control |
| RYBKA, LAWRENCE, JOSEPH | I | PRESIDENT, MANAGER | NA | Control |
| RYBKA, LAWRENCE, JOSEPH | I | PRESIDENT, MANAGER | NA | Control |
| RYBKA, LAWRENCE, JOSEPH | I | PRESIDENT, MANAGER | NA | Control |
| RYBKA, LAWRENCE, JOSEPH | I | PRESIDENT, MANAGER | NA | Control |
| RYBKA, LAWRENCE, JOSEPH | I | PRESIDENT, MANAGER | NA | Control |
| WILBURN, DOUGLAS, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILBURN, DOUGLAS, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILBURN, DOUGLAS, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILBURN, DOUGLAS, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILBURN, DOUGLAS, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILBURN, DOUGLAS, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILBURN, DOUGLAS, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILBURN, DOUGLAS, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILBURN, DOUGLAS, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILBURN, DOUGLAS, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VALMARK INVESTMENTS, LLC | DE | MEMBER | E | Control |
| VALMARK INVESTMENTS, LLC | DE | MEMBER | E | Control |
| VALMARK INVESTMENTS, LLC | DE | MEMBER | E | Control |
| VALMARK INVESTMENTS, LLC | DE | MEMBER | E | Control |
| VALMARK INVESTMENTS, LLC | DE | MEMBER | E | Control |
| VALMARK INVESTMENTS, LLC | DE | MEMBER | E | Control |
| VALMARK INVESTMENTS, LLC | DE | MEMBER | E | Control |
| VALMARK INVESTMENTS, LLC | DE | MEMBER | E | Control |
| VALMARK INVESTMENTS, LLC | DE | MEMBER | E | Control |
| VALMARK INVESTMENTS, LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| EXECUTIVE INSURANCE AGENCY, INC. | DE | VALMARK INVESTMENTS, LLC | E | Control |
| EXECUTIVE INSURANCE AGENCY, INC. | DE | VALMARK INVESTMENTS, LLC | E | Control |
| EXECUTIVE INSURANCE AGENCY, INC. | DE | VALMARK INVESTMENTS, LLC | E | Control |
| EXECUTIVE INSURANCE AGENCY, INC. | DE | VALMARK INVESTMENTS, LLC | E | Control |
| EXECUTIVE INSURANCE AGENCY, INC. | DE | VALMARK INVESTMENTS, LLC | E | Control |
| EXECUTIVE INSURANCE AGENCY, INC. | DE | VALMARK INVESTMENTS, LLC | E | Control |
| EXECUTIVE INSURANCE AGENCY, INC. | DE | VALMARK INVESTMENTS, LLC | E | Control |
| EXECUTIVE INSURANCE AGENCY, INC. | DE | VALMARK INVESTMENTS, LLC | E | Control |
| EXECUTIVE INSURANCE AGENCY, INC. | DE | VALMARK INVESTMENTS, LLC | E | Control |
| EXECUTIVE INSURANCE AGENCY, INC. | DE | VALMARK INVESTMENTS, LLC | E | Control |
| VALMARK FINANCIAL GROUP, LLC (FKA - VALMARK INSURANCE AGENCY, LLC) | DE | EXECUTIVE INSURANCE AGENCY, INC. | E | |
| VALMARK FINANCIAL GROUP, LLC (FKA - VALMARK INSURANCE AGENCY, LLC) | DE | EXECUTIVE INSURANCE AGENCY, INC. | E | |
| VALMARK FINANCIAL GROUP, LLC (FKA - VALMARK INSURANCE AGENCY, LLC) | DE | EXECUTIVE INSURANCE AGENCY, INC. | E | |
| VALMARK FINANCIAL GROUP, LLC (FKA - VALMARK INSURANCE AGENCY, LLC) | DE | EXECUTIVE INSURANCE AGENCY, INC. | E | |
| VALMARK FINANCIAL GROUP, LLC (FKA - VALMARK INSURANCE AGENCY, LLC) | DE | EXECUTIVE INSURANCE AGENCY, INC. | E | |
| VALMARK FINANCIAL GROUP, LLC (FKA - VALMARK INSURANCE AGENCY, LLC) | DE | EXECUTIVE INSURANCE AGENCY, INC. | E | |
| VALMARK FINANCIAL GROUP, LLC (FKA - VALMARK INSURANCE AGENCY, LLC) | DE | EXECUTIVE INSURANCE AGENCY, INC. | E | |
| VALMARK FINANCIAL GROUP, LLC (FKA - VALMARK INSURANCE AGENCY, LLC) | DE | EXECUTIVE INSURANCE AGENCY, INC. | E | |
| VALMARK FINANCIAL GROUP, LLC (FKA - VALMARK INSURANCE AGENCY, LLC) | DE | EXECUTIVE INSURANCE AGENCY, INC. | E | |
| VALMARK FINANCIAL GROUP, LLC (FKA - VALMARK INSURANCE AGENCY, LLC) | DE | EXECUTIVE INSURANCE AGENCY, INC. | E | |
| RYBKA, LAWRENCE, JOSEPH | I | EXECUTIVE INSURANCE AGENCY, INC. | C | Control |
| RYBKA, LAWRENCE, JOSEPH | I | EXECUTIVE INSURANCE AGENCY, INC. | C | Control |
| RYBKA, LAWRENCE, JOSEPH | I | EXECUTIVE INSURANCE AGENCY, INC. | C | Control |
| RYBKA, LAWRENCE, JOSEPH | I | EXECUTIVE INSURANCE AGENCY, INC. | C | Control |
| RYBKA, LAWRENCE, JOSEPH | I | EXECUTIVE INSURANCE AGENCY, INC. | C | Control |
| RYBKA, LAWRENCE, JOSEPH | I | EXECUTIVE INSURANCE AGENCY, INC. | C | Control |
| RYBKA, LAWRENCE, JOSEPH | I | EXECUTIVE INSURANCE AGENCY, INC. | C | Control |
| RYBKA, LAWRENCE, JOSEPH | I | EXECUTIVE INSURANCE AGENCY, INC. | C | Control |
| RYBKA, LAWRENCE, JOSEPH | I | EXECUTIVE INSURANCE AGENCY, INC. | C | Control |
| RYBKA, LAWRENCE, JOSEPH | I | EXECUTIVE INSURANCE AGENCY, INC. | C | Control |
Registrations
Federal
IA
Feb 18, 2022 REGISTERED
Notice Filings (1)
OH
Address
130 SPRINGSIDE DRIVE,SUITE 300
AKRON, OH 44333
United States
Phone: (330) 576-1234