Caleb
Callahan
Valmark Advisers, Inc
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About this Advisor
Caleb Callahan is a certified financial planner working in Akron, Ohio with 16 years of relevant experience. Callahan is an employee of Valmark Advisers, Inc. Over the course of their career, Callahan has held roles at Valmark Securities, Inc and Valmark Advisers, Inc. Callahan has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in California and Ohio. Valmark Advisers, Inc is a registered investment company operating out of Akron, OH. The firm has offices in 156 locations and a total of 260 advisors. It has $6 billion in total assets across its 16,044 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 19 charities and foundations. Of its 16,044 customer accounts, just 7% belong to high-net-worth clients who have more than $1 million in investable assets. Valmark Advisers, Inc offers a wide set 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. Fees for financial management vary depending on which service is offered. However, fees billed by Valmark Advisers, Inc likely consist 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
Caleb Callahan Work History
Caleb has been registered as a financial advisor for 16 years.*
Valmark Advisers, Inc
Valmark Securities, 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 Caleb Callahan 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
