Wayne
Farnsworth

Valmark Advisers, Inc

CRD#1410953
Investment Advisor
in Newark, OH

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About this Advisor

Wayne Farnsworth is a financial advisor based in Newark, Ohio, working with Valmark Advisers, Inc. Wayne has previously held positions at Wayne Farnsworth Financial Serv. Inc, Valmark Securities, Inc, and Valmark Advisers, Inc. Wayne has passed the Series 63 regulatory exam and is registered to provide services in Florida, Indiana, Kentucky, and Ohio. Currently, Wayne is part of Valmark Advisers, Inc, which operates out of Newark, 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

Series 63

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

51 North Third Street
Newark, OH 43055

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Valmark Advisers, Inc Brokerage Details

Total Assets Under Management

$7,029,587,820

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

260

OH Average: 34
Total Number of Accounts

17,262

OH Average: 1,972
Average Account Size

$407,229

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

Wayne Farnsworth Work History

1999 - Present (25 years)

Val;Mark Advisers, Inc

1998 - Present (26 years)

Valmark Securities, Inc

1980 - Present (44 years)

Wayne Farnsworth Financial Serv. Inc

Disclosures

Please visit the SEC profile of Wayne Farnsworth 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

Cody Martin
San Francisco, CA
Daniel Rieman
Cincinnati, OH
Andrew Meeder
Lake Worth, FL
Robert Williams
Pittsford, NY
Nathan Chisholm
Falmouth, ME
William Mcnamara
Cleveland, OH
Jacob Welch
Madison, WI
Matthew Arey
Falmouth, ME

The content in this profile was updated by SmartAsset on 6/19/2024. 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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