Kyle
Redmond
Valmark Advisers, Inc
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About this Advisor
Kyle Redmond is a financial advisor working out of Cincinnati, Ohio with 3 years of industry experience. Redmond is on the advisory team at Valmark Advisers, Inc. During their career, the advisor has held roles 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. Redmond holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in California, Florida, Illinois, Indiana, Kentucky, Michigan, North Carolina, Ohio, Pennsylvania, South Dakota and Texas. Valmark Advisers, Inc is a registered investment firm headquartered in Akron, OH. It has offices in 156 locations and a total of 260 employees. It handles $6 billion in total assets among its 16,044 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 19 charities and foundations. Of its 16,044 customer accounts, just 7% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Valmark Advisers, Inc offers a diverse range 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 vary depending on which services the firm provides the client. Fees charged by Valmark Advisers, Inc most likely include 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
Kyle Redmond Work History
Kyle has been registered as a financial advisor for 3 years.*
Valmark Securities, Inc
Valmark Advisers, Inc
Lang Financial Group
Cetera Advisors Networks, LLC
Summit Financial Strategies
Hedstrom Plastics
Firestone Country Club
Miami 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 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
Oak Brook, IL
Cleveland, OH
Charlotte, NC
Canfield, OH
Elkhorn, NE
Boston, MA
Rice Lake, WI
Elkhorn, NE
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.
