ValMark Securities

Akron, Ohio

Licensed for securities and life insurance, ValMark Securities, Inc., supports high-end corporate insurance and wealth transfer entities. Since its founding in 1963, the independent broker-dealer has maintained a commitment to partner with companies in transforming the wealth advisory industry. ValMark Securities advisors include financial planners, benefits specialists, Certified Public Accountants, and property and casualty professionals in more than 100 member offices around the nation.

ValMark Securities operates its registered corporate home office in Akron, Ohio, and its underwriting office in St. Paul, Minnesota. Among its member firms, five occupy spots on the list of the leading 100 CPA companies, and four are owned by publicly held banking groups. Members also include five former Million Dollar Round Table Presidents and board members of leading insurance associations.

Navigating complex and shifting regulatory fields, ValMark Securities integrates securities, advisory, and insurance products. As a broker-dealer focusing on its clients' interests, the firm fills an essential need at the level of entrepreneurial financial services. ValMark Securities helps clients to navigate this growing regulatory power through s proprietary approach. Additionally, it empowers its member firms to craft their own mix of strategies in order to meet the individual needs of clients.