Michael
Gross
Valmark Advisers, Inc
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About this Advisor
Michael Gross is a financial advisor based in Reading, Pennsylvania with a total of 9 years of relevant experience. Gross is an employee of Valmark Advisers, Inc. Their career trajectory has included roles at Ross & Company. Pc, Commonwealth Financial Network, Commonwealth Finacnial Network, Valmark Securities, Inc and Valmark Advisors, Inc. Gross maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Valmark Advisers, Inc is a financial advisory company operating out of Akron, OH. The firm has offices in 156 locations and a total of 260 advisors. It manages $6 billion in total assets among its 16,044 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 19 charitable organizations. Of its 16,044 customer accounts, just 7% are associated with high-net-worth investors who have more than $1 million in assets. Valmark Advisers, Inc provides 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 charged by financial advisors largely vary depending on the type of financial services. Fees billed by Valmark Advisers, Inc can be 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
Michael Gross Work History
Michael has been registered as a financial advisor for 9 years.*
Valmark Securities, Inc
Valmark Advisors, Inc
Ross & Company. Pc
Commonwealth Financial Network
Commonwealth Finacnial Network
*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 Michael Gross 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
Rice Lake, WI
Canfield, OH
Elkhorn, NE
Boston, MA
Elkhorn, NE
Charlotte, NC
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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