Paige
Kock

Valmark Advisers, Inc

CRD#4232635
Investment Advisor
in Cincinnati, OH

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About this Advisor

Paige Kock is a certified financial planner working out of Cincinnati, Ohio with a total of 5 years of industry experience. Kock works at Valmark Advisers, Inc. Over the course of their career, Kock has held roles at Ameriprise Financial Services, Inc and Valmark Securities, Inc. Kock maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Colorado, Florida, Indiana, Kentucky, Nevada, New York, Ohio, Pennsylvania and South Carolina. Valmark Advisers, Inc is a business that has its headquarters in Akron, OH. The firm has offices in 156 locations and a total of 260 people on staff. It has $6 billion in assets across its 16,044 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advice to 19 charitable organizations. Of its 16,044 accounts, just 7% are associated with high-net-worth clients who have greater than $1 million in investable assets. Valmark Advisers, Inc performs 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 largely depend on which services the firm provides the client. Fees charged by Valmark Advisers, Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4605 E. Galbraith Road Suite 200
Cincinnati, OH 45236

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Valmark Advisers, Inc Brokerage Details

Total Assets Under Management

$5,802,516,925

OH Average: $2,106,341,625
Total Number of Employees

260

OH Average: 34
Total Number of Accounts

16,044

OH Average: 1,972
Average Account Size

$361,663

OH Average: $1,068,125

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

Paige Kock Work History

Paige has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Valmark Securities, Inc

2005 - 2018 (13 years)

Ameriprise Financial Services, 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 Paige Kock 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

Brandon Dirkschneider
Elkhorn, NE
Michael Slattery
Boston, MA
Mark Rothwell
Charlotte, NC
Richard Dineen
Elkhorn, NE
Paul Rokosz
Oak Brook, IL
Jackie Gates
Rice Lake, WI
Eric Clayton
Canfield, OH
Keith Clapacs
Cleveland, OH

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.

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