E Dennis
Zahrbock

Valmark Advisers, Inc

CRD#819008
Investment Advisor
in Rice Lake, WI

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About this Advisor

E Dennis Zahrbock is a financial advisor based in Rice Lake, Wisconsin, working with Valmark Advisers, Inc. E Dennis Zahrbock has previously held positions at The Canvasback Company, B&E Investment Advisers, Inc, Business & Estate Advisers, Inc, and Valmark Securities, Inc. E Dennis Zahrbock has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Minnesota and Wisconsin. Currently, E Dennis Zahrbock is part of Valmark Advisers, Inc, which operates out of Rice Lake, Wisconsin. 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 66, Series 63, Chartered Financial Consultant

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

738 N Wilson Ave
Rice Lake, WI 54868

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Valmark Advisers, Inc Brokerage Details

Total Assets Under Management

$7,029,587,820

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

260

WI Average: 34
Total Number of Accounts

17,262

WI Average: 1,972
Average Account Size

$407,229

WI 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

E Dennis Zahrbock Work History

2017 - Present (7 years)

The Canvasback Company

2003 - Present (21 years)

Valmark Securities, Inc

1985 - 2017 (32 years)

B&E Investment Advisers, Inc

1968 - 2017 (49 years)

Business & Estate Advisers,Inc

Disclosures

Please visit the SEC profile of E Dennis Zahrbock 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

Daniel Rieman
Cincinnati, OH
Kristina Wolff Singh
Manchester, CT
Matthew Arey
Falmouth, ME
Cody Martin
San Francisco, CA
William Mcnamara
Cleveland, OH
Jacob Welch
Madison, WI
David Rasch
Grand Rapids, MI
Luke Molnar
Pittsford, NY

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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