Vanessa
Swank

Valmark Advisers, Inc

CRD#3066833
Investment Advisor
in Westlake, OH

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About this Advisor

Vanessa Swank is a financial advisor working out of Westlake, Ohio who has 22 years of industry experience. Swank is an advisor for Valmark Advisers, Inc. Swank has gained experience at Valmark Securities, Inc, Valmark Advisers, Inc and Zaverl & Associates, Inc. Swank is able to operate in Ohio. Valmark Advisers, Inc is a registered investment business based in Akron, OH. It has offices in 156 locations and a total of 260 employees. It controls $6 billion in total assets between its 16,044 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 19 charitable organizations. Of its 16,044 client accounts, just 7% belong to high-net-worth individuals who have more than $1 million in investable assets. The business offers a broad assortment 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 charged by financial advisors typically depend on the financial services provided. Fees charged by Valmark Advisers, Inc can include any blend of asset-based, hourly and fixed fees.

Years Registered*

22 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

2035 Crocker Rd., Ste 103
Westlake, OH 44145

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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

Vanessa Swank Work History

Vanessa has been registered as a financial advisor for 22 years.*

2012 - Present (12 years)

Valmark Securities, Inc

2012 - Present (12 years)

Valmark Advisers, Inc

2012 - Present (12 years)

Zaverl & Associates, 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 Vanessa Swank 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

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