Ian
Koutny
Valmark Advisers, Inc
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About this Advisor
Ian Koutny is a financial advisor based in Akron, Ohio with a total of 3 years of relevant experience. Koutny currently works for Valmark Advisers, Inc. During their career, the advisor has held roles at Lang Financial Group, Inc, U.S. House Of Representatives, State Farm, Ohio University, Cetera Advisor Networks, Deer Park Community City Schools, Valmark Securities, Inc and Valmark Advisers. Koutny holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in California, Florida, Illinois, Indiana, Kentucky, Michigan, North Carolina, Ohio, Pennsylvania, South Dakota and Texas. Valmark Advisers, Inc is a financial advisory business that has its headquarters in Akron, OH. The investment advisory business has offices in 156 locations and a total of 260 advisors. It administers $6 billion in assets between its 16,044 customer accounts, making it one of the biggest firms in the country by assets under management. The firm serves 19 charities and foundations. Of its 16,044 client accounts, just 7% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Valmark Advisers, Inc provides a number 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 charged by financial advisors depend on which services the firm provides the client. However, fees charged by Valmark Advisers, Inc likely are comprised of any combination 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
Ian Koutny Work History
Ian has been registered as a financial advisor for 3 years.*
Valmark Securities, Inc
Valmark Advisers
Lang Financial Group, Inc
Deer Park Community City Schools
Cetera Advisor Networks
U.S. House Of Representatives
State Farm
U.S. House Of Representatives
Ohio University
*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 Ian Koutny 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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