Rodney
Cook
Valmark Advisers, Inc
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About this Advisor
Rodney Cook is a certified financial planner working in Bend, Oregon who has 7 years of industry experience. Cook is an advisor for Valmark Advisers, Inc. Throughout their career, they have worked at Jp Morgan Chase Bank Na, J.P. Morgan Securities LLC, Eternal Strength, Valmark Securities, Inc and Valmark Advisers, Inc. Cook maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in California, Idaho, Maine, Oregon and Washington. Valmark Advisers, Inc is a company that has its headquarters in Akron, OH. The firm has offices in 156 locations and a total of 260 financial advisors. It administers $6 billion in assets between its 16,044 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 19 charities and foundations. Of its 16,044 customer accounts, just 7% are held by high-net-worth clients who have greater than $1 million in assets. Valmark Advisers, Inc performs a number 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 usually are based on which service is provided. However, fee types billed by Valmark Advisers, Inc most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Valmark Advisers, Inc Brokerage Details
$5,802,516,925
260
16,044
$361,663
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
Rodney Cook Work History
Rodney has been registered as a financial advisor for 7 years.*
Valmark Securities, Inc
Valmark Advisers, Inc
J.P. Morgan Securities LLC
Jp Morgan Chase Bank Na
Eternal Strength
*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 Rodney Cook 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
Oak Brook, IL
Boston, MA
Canfield, OH
Rice Lake, WI
Cleveland, OH
Charlotte, NC
Elkhorn, NE
Elkhorn, NE
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.