Michael
Roehm
Valmark Advisers, Inc
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About this Advisor
Michael Roehm is a financial advisor based in Cincinnati, Ohio, working with Valmark Advisers, Inc. Michael has previously held positions at Lang Financial Group, LLC, Cetera Advisor Networks LLC, Valmark Securities, Inc, and Valmark Advisers, Inc. Michael has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Michael 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
Services Offered
Fee Structure
Office Location
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Valmark Advisers, Inc Brokerage Details
$7,029,587,820
260
17,262
$407,229
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
Valmark Securities, Inc
Valmark Advisers, Inc
Lang Financial Group, LLC
Cetera Advisor Networks LLC
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
Pittsford, NY
Pittsford, NY
San Francisco, CA
Cincinnati, OH
Mason, MI
Falmouth, ME
Akron, OH
Lake Worth, FL
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