Michael
Heath

Valmark Advisers, Inc

CRD#2791074
Investment Advisor
in Mason, MI

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About this Advisor

Michael Heath is a financial advisor based in Mason, Michigan, working with Valmark Advisers, Inc. Michael has previously held positions at Cambridge Investment Research, Inc, Sentinel Advisors, Cambridge Investment Research Advisors, Inc, Valmark Securities, Inc, and Valmark Advisers, Inc. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California, Colorado, Florida, Indiana, Louisiana, Massachusetts, Michigan, Minnesota, Missouri, and Texas. Currently, Michael is part of Valmark Advisers, Inc, which operates out of Mason, Michigan. 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

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

140 E. Ash Street
Mason, MI 48854

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Valmark Advisers, Inc Brokerage Details

Total Assets Under Management

$7,029,587,820

MI Average: $2,106,341,625
Total Number of Employees

260

MI Average: 34
Total Number of Accounts

17,262

MI Average: 1,972
Average Account Size

$407,229

MI Average: $1,068,125

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

Michael Heath Work History

2018 - Present (6 years)

Valmark Securities, Inc

2018 - Present (6 years)

Valmark Advisers, Inc

2014 - 2018 (4 years)

Cambridge Investment Research, Inc

2014 - 2018 (4 years)

Sentinel Advisors

2014 - 2018 (4 years)

Cambridge Investment Research Advisors, Inc

Disclosures

Please visit the SEC profile of Michael Heath 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

Kristina Wolff Singh
Manchester, CT
Samuel Galloway
Akron, OH
Eric Clayton
Canfield, OH
Jacob Welch
Madison, WI
William Mcnamara
Cleveland, OH
Jason Coopersmith
Fort Lauderdale, FL
Nathan Chisholm
Falmouth, ME
Daniel Rieman
Cincinnati, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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