David
Konikow
Valmark Advisers, Inc
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About this Advisor
David Konikow is a chartered financial consultant based in Livingston, New Jersey who has 19 years of industry experience. Konikow is currently employed by Valmark Advisers, Inc. Throughout their career, they have worked at Konikow Assoc Inc, Valmark Securities, Inc and Valmark Advisers. Inc. Konikow maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Florida and New Jersey. Valmark Advisers, Inc is a firm that has its headquarters in Akron, OH. The company has offices in 156 locations and a total of 260 employees. It oversees $6 billion in total assets between its 16,044 client 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 accounts, just 7% are associated with high-net-worth clients who have more than $1 million in investable assets. Valmark Advisers, Inc performs a broad set 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 usually vary depending on which service is provided. However, fee types charged by Valmark Advisers, Inc most likely include 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
David Konikow Work History
David has been registered as a financial advisor for 19 years.*
Valmark Securities, Inc
Valmark Advisers. Inc
Konikow Assoc 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 David Konikow 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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