Cincinnati, OH Malsbary Rd. Office

Team
Updated today

Client AUM

$8,108,106,397

Clients

14,624

Advisors

4

Of 291 advisors across 114 offices

Location

4225 Malsbary Rd. Ste. 100

Cincinnati OH 45242

Advisors at this office

4

Advisors at this office

user avatar

Michael R

Series 63

Cincinnati, OH

ValMark Advisers, Inc.

Michael Roehm is a financial advisor at ValMark Advisers, Inc. in Cincinnati, OH, with 33 years of industry experience. He holds a Series 63 designation and has worked at ValMark Advisers since 2020. Prior to that, he was with Cetera Advisor Networks LLC for seven years and has been involved with Lang Financial Group, LLC since 1994, where he also serves as an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, and offers a range of proprietary platforms and fee-based planning services.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
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Jeffrey G

Series 66, Series 65, Series 63

Cincinnati, OH

ValMark Advisers, Inc.

Jeffrey Garnica is a financial advisor with ValMark Advisers, Inc. in Cincinnati, OH, holding Series 66, 65, and 63 licenses and bringing 13 years of industry experience. His prior roles include positions at Lang Financial Group, Secure Future Advisors, and New York Life Insurance Company. Garnica serves as chapter president and instructor for the American Financial Education Alliance, teaching nonprofit adult financial education courses on Social Security, taxes in retirement, and Medicare. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs diversified, goal-based model portfolios and asset allocation strategies, utilizing proprietary and third-party platforms and offering ongoing portfolio monitoring and periodic client reviews.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
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Steven M

Series 63, Series 65

Cincinnati, OH

ValMark Advisers, Inc.

Steven Mcabee is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining ValMark in 2020, he worked at Cetera Advisor Networks LLC and has been associated with Lang Financial Group since 1998, where he is also an owner and operates as an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, plan sponsors, and institutional users through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, with services delivered via proprietary and third-party platforms.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
user avatar

Kyle R

Series 66

Cincinnati, OH

ValMark Advisers, Inc.

Kyle Redmond is a financial advisor with ValMark Advisers, Inc. in Cincinnati, OH, holding a Series 66 designation and nine years of industry experience. He has worked at ValMark Advisers and ValMark Securities since 2020 and was previously with Cetera Advisors Networks and Lang Financial Group. Outside of his advisory roles, he serves as a head soccer coach for Cincy SC. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm focuses on diversified, goal-based model portfolios and asset allocation, utilizing both proprietary and third-party platforms, and serves as adviser to the TOPS® ETF Portfolios and index sponsor for the TOPS® Global Equity Target Range™ Index.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
View complete list of advisors at this office
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