Mikhail
Veselov
Valmark Advisers, Inc
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About this Advisor
Mikhail Veselov is a financial advisor who works out of Wellesley Hills, Massachusetts with a total of 1 year of relevant experience. Veselov is currently employed by Valmark Advisers, Inc. Veselov has gained experience at Longy School Of Music Of Bard College, Neave Trio, San Diego State University, Uber, Lyft, Needham Public Schools, Villa Musica Community Music School, Capital Formation Group, Valmark Securities, Inc and Valmark Advisers. Veselov holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Massachusetts, New York, South Dakota and Vermont. Valmark Advisers, Inc is a registered investment firm based out of Akron, OH. The company has offices in 156 locations and a total of 260 financial advisors. It has $6 billion in assets under management between its 16,044 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 19 charities and foundations. Of its 16,044 accounts, just 7% are held by high-net-worth individuals who have at least $1 million in investable assets. The company has a number 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 depend on the services provided. However, fees billed by Valmark Advisers, Inc can be comprised 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
Mikhail Veselov Work History
Mikhail has been registered as a financial advisor for 1 years.*
Valmark Advisers
Capital Formation Group
Valmark Securities, Inc
Longy School Of Music Of Bard College
Neave Trio
Needham Public Schools
Uber
Lyft
Villa Musica Community Music School
San Diego State University
*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 Mikhail Veselov 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
Charlotte, NC
Canfield, OH
Boston, MA
Cleveland, OH
Elkhorn, NE
Rice Lake, WI
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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