Laura
Steffey
Valmark Advisers, Inc
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About this Advisor
Laura Steffey is a certified financial planner working out of Akron, Ohio with 1 year of industry experience. Steffey is on the advisory team at Valmark Advisers, Inc. During their career, the advisor has held roles at Robert W. Baird & Co, Beacon Wealth Consultants Inc, Full Time Education, Action Development, Sikich Capital Management, W3 Financial Group, Valmark Securities, Inc, Valmark Advisers, Inc, W3 Wealth Advisors, LLC and Oneascent Financial Services LLC. Steffey has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Florida, Illinois, Indiana, North Carolina and Ohio. Valmark Advisers, Inc is an advisory company operating out of Akron, OH. The firm has offices in 156 locations and a total of 260 employees. It administers $6 billion in assets among its 16,044 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 19 charities and foundations. Of its 16,044 client accounts, just 7% are held by high-net-worth individuals who have at least $1 million in investable assets. Valmark Advisers, Inc performs a wide set of services, including 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. Financial management fee schedules largely vary depending on the type of services provided. Fees charged by Valmark Advisers, Inc can include some blend 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
Laura Steffey Work History
Laura has been registered as a financial advisor for 1 years.*
Valmark Advisers, Inc
W3 Wealth Advisors, LLC
W3 Financial Group
Valmark Securities, Inc
Sikich Capital Management
Beacon Wealth Consultants Inc
Full Time Education
Oneascent Financial Services LLC
Action Development
Robert W. Baird & Co
*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 Laura Steffey 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
Elkhorn, NE
Boston, MA
Cleveland, OH
Elkhorn, NE
Canfield, OH
Rice Lake, WI
Charlotte, NC
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.
