Paul
Rokosz
Valmark Advisers, Inc
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About this Advisor
Paul Rokosz is a chartered financial analyst based in Oak Brook, Illinois who has 5 years of industry experience. Rokosz currently works for Valmark Advisers, Inc. Over the course of their career, they have held roles at Valmark Securities, Inc and Valmark Advisers, Inc. Rokosz maintains a Series 63 license, qualifying them as a securities representative, and is registered to work in Illinois. Valmark Advisers, Inc is an advisory business operating out of Akron, OH. The firm has offices in 156 locations and a total of 260 financial advisors. It administers $6 billion in assets across its 16,044 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 19 charities and foundations. Of its 16,044 customer accounts, just 7% are held by high-net-worth individuals who have greater than $1 million in assets. The business performs a wide range of services, including 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. Fees charged by financial advisors vary depending on which services are offered. Fee types charged by Valmark Advisers, Inc can consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Paul Rokosz Work History
Paul has been registered as a financial advisor for 5 years.*
Valmark Securities, Inc
Valmark Advisers, Inc
*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 Paul Rokosz 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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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.
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