John
Demboski
Valmark Advisers, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
John Demboski is a certified financial planner who works in Santa Barbara, California who has 13 years of industry experience. Demboski is currently employed by Valmark Advisers, Inc. Throughout their career, they have worked at Chapman Financial Group, John J. Demboski, Valmark Securities, Inc and Valmark Advisers, Inc. Demboski has a Series 63 license, designating them as a securities representative, and can serve investors in Arizona, California, Colorado, Florida, Hawaii, Indiana, Michigan, Montana, Nevada, North Carolina, Oregon, Texas, Washington and Wisconsin. Valmark Advisers, Inc is a registered investment firm that has its headquarters in Akron, OH. The investment advisory business has offices in 156 locations and a total of 260 advisors. It oversees $6 billion in total assets across its 16,044 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 19 charitable organizations. Of its 16,044 client accounts, just 7% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fees are based on the financial services provided. Fee types charged by Valmark Advisers, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Valmark Advisers, Inc Brokerage Details
$5,802,516,925
260
16,044
$361,663
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
John Demboski Work History
John has been registered as a financial advisor for 13 years.*
Valmark Securities, Inc
Valmark Advisers, Inc
John J. Demboski
Chapman Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Demboski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Valmark Advisers, Inc
Oak Brook, IL
Elkhorn, NE
Cleveland, OH
Rice Lake, WI
Canfield, OH
Charlotte, NC
Boston, MA
Elkhorn, NE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
