Michael
Poitinger
Valmark Advisers, Inc
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About this Advisor
Michael Poitinger is a certified financial planner operating in Akron, Ohio who has 12 years of relevant experience. Poitinger works at Valmark Advisers, Inc. Their career trajectory has included roles at Poitinger, Redmond, Lyons, Kura & Co, Valmark Securities, Inc, Michael D. Poitinger, Valmark Advisers, Inc, Poitinger Wealth Management Inc and Poitinger Financial Inc. Poitinger maintains a Series 63 license, certifying them as a securities representative, and is approved to serve investors in California, Colorado, Florida, Idaho, Massachusetts, Michigan, Ohio, Pennsylvania, South Carolina and Texas. Valmark Advisers, Inc is a registered investment business headquartered in Akron, OH. The firm has offices in 156 locations and a total of 260 advisors. It has $6 billion in assets among its 16,044 accounts, placing it among 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 more than $1 million in assets. Valmark Advisers, Inc has a broad 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 typically vary depending on the financial services provided. Fee types charged by Valmark Advisers, Inc likely 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
Michael Poitinger Work History
Michael has been registered as a financial advisor for 12 years.*
Poitinger Wealth Management Inc
Valmark Advisers, Inc
Michael D. Poitinger
Poitinger Financial Inc
Valmark Securities, Inc
Poitinger, Redmond, Lyons, Kura & 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 Michael Poitinger 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.
