Opelika, AL 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
1800 Airport Road
Opelika AL 36801
Advisors at this office
3
Advisors at this office
Nathan M
CFP®, ChFC®, Series 66
Opelika, AL
ValMark Advisers, Inc.
Nathan Mitchell is a financial advisor with ValMark Advisers, Inc. in Opelika, Alabama. He holds the CFP® and ChFC® designations and has seven years of industry experience. Prior to joining ValMark, he worked at Smith-Kastner Wealth Management and spent nine years at Animal Care Center. Mitchell serves on the boards of the Opelika Chamber Foundation and the Kiwanis Club of Opelika. 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 portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.
Nathan K
CFP®, Series 63
Opelika, AL
ValMark Advisers, Inc.
Nathan Kastner is a CFP® professional with over 21 years of experience in financial services. He has been with ValMark Advisers, Inc. since 2011 and is also associated with Valmark Securities, Inc. and Capital Asset Strategies, Inc. Kastner serves as treasurer for the Rotary International Opelika chapter and provides conservatorship and trustee services to individuals and trusts. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based model portfolios and asset allocation strategies, combining proprietary and third-party platforms to deliver tailored client solutions.
Charles G
CFP®, Series 63
Opelika, AL
ValMark Advisers, Inc.
Charles Gable is a CFP® with 16 years of industry experience, currently serving as a financial advisor at ValMark Advisers, Inc. since 2018. His prior experience includes roles at Fidelity Bank and a brief period as a self-employed advisor. Outside of investment advisory, he operates a tax return preparation service and serves as an estate administrator. 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 advisory representatives. The firm utilizes diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment programs and support services.
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