Craig
Welch
Valmark Advisers, Inc
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About this Advisor
Craig Welch is a financial advisor based in Akron, Ohio, working with Valmark Advisers, Inc. Craig has previously held positions at Key Bank Na, Key Investment Services LLC, Valmark Advisers, Inc, Valmark Securities, Inc, and Long Road Risk Management Services, LLC. Craig has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Craig is part of Valmark Advisers, Inc, which operates out of Akron, Ohio. 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
Services Offered
Fee Structure
Office Location
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Valmark Advisers, Inc Brokerage Details
$7,029,587,820
260
17,262
$407,229
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
Craig Welch Work History
Valmark Advisers, Inc
Valmark Securities, Inc
Long Road Risk Management Services, LLC
Key Bank Na
Key Investment Services LLC
Disclosures
Please visit the SEC profile of Craig Welch 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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