Broker Check

ValMark Securities, Inc.

As an Independent Financial Advisory Firm, we can choose to provide our Financial, Investment, and Insurance Services through a vast number of providers.  Why did we choose ValMark Securities?

  • ValMark Securities, Inc. is a FINRA registered broker-dealer licensed in all 50 states with offices in Akron, OH and St. Paul, Minnesota. 
  • The company has over 120 independently-owned Member Offices located in 31 states.
  • The financial professionals affiliated with ValMark are highly successful, independent and ethical entrepreneurs who serve their clients with objectivity and operate according to industry best practices.
  •  As a full-service broker dealer, ValMark provides its Members with advanced planning and modeling support in the areas asset management, retirement planning and life insurance for high net worth and business markets.
  • ValMark is ranked as a “Top 30” Independent broker dealer.
  • ValMark’s affiliated companies include ValMark Advisers, an SEC-registered investment advisory firm, and Executive Insurance Agency.
  • ValMark has grown to the point where it now has over $4 billion of assets under management and $42 billion of life insurance in force.