Michael
Roehm
Valmark Advisers, Inc
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About this Advisor
Michael Roehm is a financial advisor operating out of Cincinnati, Ohio with a total of 3 years of industry experience. Roehm currently works for Valmark Advisers, Inc. Their career trajectory has included roles at Lang Financial Group, LLC, Walnut Street Securities, Inc, Cetera Advisor Networks LLC, Valmark Securities, Inc and Valmark Advisers, Inc. Roehm holds a Series 63 license, qualifying them as a securities broker, and is registered to work in Ohio. Valmark Advisers, Inc is an advisory business that has its headquarters in Akron, OH. The investment advisory business has offices in 156 locations and a total of 260 employees. It administers $6 billion in total assets among its 16,044 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 19 charities and foundations. Of its 16,044 accounts, just 7% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Valmark Advisers, Inc has 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 usually depend on which service is offered. However, fee types billed by Valmark Advisers, Inc 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
Michael Roehm Work History
Michael has been registered as a financial advisor for 3 years.*
Valmark Securities, Inc
Valmark Advisers, Inc
Lang Financial Group, LLC
Cetera Advisor Networks LLC
Walnut Street Securities, Inc
*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 Roehm 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
Canfield, OH
Elkhorn, NE
Charlotte, NC
Rice Lake, WI
Cleveland, OH
Boston, MA
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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