Mentor, OH Office
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ValMark Advisers, Inc.
Multi-team
Firm-wide stats for ValMark Advisers, Inc.
About
Valmark Advisers provides investment advisory and financial planning services to a broad client base that includes individual and high‑net‑worth investors, retirement plan sponsors, and institutional entities such as banks, trust companies and investment companies. It delivers these services through a network of investment advisory representatives (IARs) using proprietary and third‑party platforms, including the ACCESS and ACCESS Direct programs, sub‑advisory relationships, wrap fee programs, and consulting engagements.
The firm’s investment approach centers on diversified, goal‑based model portfolios and asset allocation, with implementation largely via mutual funds, ETFs and separate‑account managers; client accounts are monitored and typically rebalanced by IARs with oversight from Valmark’s investment committee. Valmark also integrates third‑party manager programs and Schwab‑custodied strategist portfolios into client solutions, and provides quarterly performance reporting and periodic reviews as part of ongoing advisory relationships.
What is distinctive about Valmark is its involvement with investment‑company products and index licensing: Valmark serves as adviser to the TOPS® ETF Portfolios within the Northern Lights Variable Trust and is the index sponsor for the TOPS® Global Equity Target Range™ Index (licensed to WisdomTree), arrangements that generate licensing and ancillary compensation and for which the firm documents fee‑offsets and disclosures. The firm also offers a range of annuity‑linked advisory options (linked fee‑based annuities, fee‑based variable annuities and fee‑based variable life), operates an Annuity Service Center for servicing unaffiliated RIAs, and discloses its affiliated broker‑dealer and insurance agency relationships and revenue‑sharing practices in its Form ADV.
Based on ValMark Advisers, Inc.
Location
8500 Station Street, Suite 300 G
Mentor OH 44060
Advisors at this office
3
Advisors at this office
James Y
Series 63
Mentor, OH
ValMark Advisers, Inc.
James Yurman is a financial advisor with ValMark Advisers, Inc. He holds a Series 63 designation and has 32 years of industry experience. He has worked with Concord Advisors RIA since 2008 and Valmark Securities, Inc. since 1997. Outside of advising, he is a silent investor in several restaurant ventures, including Blaze Pizza and Kumas Corner Schaumberg. 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 offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and extensive due diligence and back-office services.
Jonathan H
CFP®, Series 63
Mentor, OH
ValMark Advisers, Inc.
Jonathan Herbruck is a CFP® with 34 years of industry experience, currently serving at ValMark Advisers, Inc. He has held roles at Grand River Capital, LLC since 2019 and Concord Advisors, Inc. from 2000 to 2019. Outside of advisory work, he serves as treasurer for The Bill and Ruth Mary Service Foundation, a charitable organization supporting the Andover community in Ohio. 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 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios implemented with mutual funds, ETFs, and third-party managers, and offers a range of proprietary platforms and sub-advisory services.
Mark K
Series 63
Mentor, OH
ValMark Advisers, Inc.
Mark Kalmeyer is a financial advisor with ValMark Advisers, Inc. He holds the Series 63 designation and has 16 years of industry experience. In addition to his advisory work, Kalmeyer is a state-certified electrical contractor who performs small residential electrical jobs. 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 representatives, offering diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers.
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