Tyler
Denholm

Valmark Advisers, Inc

CRD#5340891
Investment Advisor
in Akron, OH

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About this Advisor

Tyler Denholm is a chartered financial analyst operating out of Akron, Ohio, with 8 years of relevant experience. Denholm currently works for Valmark Advisers, Inc. Their career trajectory has included roles at Valmark Securities, Inc, Bosshard Investment Management Co and Valmark Advisers, Inc. Denholm is approved to work in California and Ohio. Valmark Advisers, Inc is a financial advisory company that has its headquarters in Akron, OH. The company has offices in 156 locations and a total of 260 people on staff. It oversees $6 billion in total assets between its 16,044 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 19 charities and foundations. Of its 16,044 accounts, just 7% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The company offers a number 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. Fees for financial management usually depend on which services are offered. Fee types charged by Valmark Advisers, Inc likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

8 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

130 Springside Drive
Akron, OH 44333

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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

Tyler Denholm Work History

Tyler has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Valmark Advisers, Inc

2007 - Present (17 years)

Valmark Securities, Inc

2014 - 2015 (1 year)

Bosshard Investment Management 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 Tyler Denholm 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

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

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