Kyle
Redmond

Valmark Advisers, Inc

CRD#6709729
Investment Advisor
in Cincinnati, OH

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About this Advisor

Kyle Redmond is a financial advisor based in Cincinnati, Ohio, working with Valmark Advisers, Inc. Kyle has previously held positions at Lang Financial Group, Cetera Advisors Networks, LLC, Miami University, Summit Financial Strategies, Hedstrom Plastics, Firestone Country Club, Valmark Securities, Inc, and Valmark Advisers, Inc. Kyle has passed the Series 66 regulatory exam and is registered to provide services in California, Florida, Illinois, Indiana, Kentucky, Michigan, North Carolina, Ohio, Oregon, Pennsylvania, South Dakota, and Texas. Currently, Kyle is part of Valmark Advisers, Inc, which operates out of Cincinnati, 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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4225 Malsbary Rd. Ste. 100
Cincinnati, OH 45242

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Valmark Advisers, Inc Brokerage Details

Total Assets Under Management

$7,029,587,820

OH Average: $2,106,341,625
Total Number of Employees

260

OH Average: 34
Total Number of Accounts

17,262

OH Average: 1,972
Average Account Size

$407,229

OH Average: $1,068,125

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

Kyle Redmond Work History

2020 - Present (4 years)

Valmark Securities, Inc

2020 - Present (4 years)

Valmark Advisers, Inc

2016 - Present (8 years)

Lang Financial Group

2017 - 2020 (3 years)

Cetera Advisors Networks, LLC

2015 - 2015 (< 1 year)

Summit Financial Strategies

2014 - 2014 (< 1 year)

Hedstrom Plastics

2013 - 2014 (1 year)

Firestone Country Club

2012 - 2016 (4 years)

Miami University

Disclosures

Please visit the SEC profile of Kyle Redmond to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Valmark Advisers, Inc

David Rasch
Grand Rapids, MI
Samuel Galloway
Akron, OH
Kristina Wolff Singh
Manchester, CT
Jacob Welch
Madison, WI
Daniel Rieman
Cincinnati, OH
Robert Williams
Pittsford, NY
Michael Heath
Mason, MI
Cody Martin
San Francisco, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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