Krystalynn
Schlegel
Valmark Advisers, Inc
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About this Advisor
Krystalynn Schlegel is a financial advisor based in Novato, California, working with Valmark Advisers, Inc. Krystalynn has previously held positions at M.G.Schlegel And Associates, Inc, P.J. Robb Variable Corporation, The Leaders Group Inc, Valmark Securities, Inc, and Valmark Advisers, Inc. Krystalynn has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Montana. Currently, Krystalynn is part of Valmark Advisers, Inc, which operates out of Novato, California. The firm has 156 offices and 260 employees. The firm manages assets totaling $7.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Valmark Advisers, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Valmark Advisers, Inc Brokerage Details
$7,029,587,820
260
17,262
$407,229
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
Krystalynn Schlegel Work History
Valmark Securities, Inc
Valmark Advisers, Inc
M.G.Schlegel And Associates, Inc
The Leaders Group Inc
P.J. Robb Variable Corporation
Disclosures
Please visit the SEC profile of Krystalynn Schlegel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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