David
Minich
Valmark Advisers, Inc
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About this Advisor
David Minich is a financial advisor based in Richfield, Ohio, working with Valmark Advisers, Inc. David has previously held positions at Applied Financial Concepts, Valmark Securities, Inc, Valmark Advisers, Inc, and Wayne D. Minich & Company, Inc. David has passed the Series 63 regulatory exam and is registered to provide services in California, Colorado, Delaware, Florida, Minnesota, Nevada, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, and Virginia. Currently, David is part of Valmark Advisers, Inc, which operates out of Richfield, 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
David Minich Work History
Valmark Securities, Inc
Valmark Advisers, Inc
Applied Financial Concepts
Wayne D. Minich & Company, Inc
Disclosures
Please visit the SEC profile of David Minich 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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