Rocky River, OH Detroit Rd 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
19111 Detroit Rd #200
Rocky River OH 44116
Advisors at this office
3
Advisors at this office
Robert K
Series 63, Series 66
Rocky River, OH
ValMark Advisers, Inc.
Robert Kruty is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has been with ValMark Advisers since 2003 and also serves as president of Kruty & Associates, a firm he founded in 1992. Kruty is a board member of the St. Malachi Center, a nonprofit focused on aiding underserved communities, where he contributes to the finance committee’s investment policy. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation using mutual funds, ETFs, and separate-account managers, with oversight from its investment committee.
Dennis Z
Series 63
Rocky River, OH
ValMark Advisers, Inc.
Dennis Zaverl is a financial advisor with ValMark Advisers, Inc. in Westlake, Ohio, holding a Series 63 designation and bringing 39 years of industry experience. He has been associated with ValMark Advisers since 2001 and with related firms since 1997, also operating Zaverl & Associates Inc. since 2004. Outside of investment advisory work, he serves as president and trustee of the Christian BusinessCares Foundation and is involved in several non-investment business ventures, including a publishing company and family partnerships. 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. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, along with due diligence, back-office support, and sub-advisory services.
Vanessa S
Rocky River, OH
ValMark Advisers, Inc.
Vanessa Swank is a financial advisor with ValMark Advisers, Inc., holding 28 years of industry experience. She has been with ValMark Advisers and its affiliated entities since 2012 and previously worked at Zaverl & Associates, Inc. Outside of her advisory role, she serves as President of the Buckeye Education Foundation and Executive Director of the Christian BusinessCares Foundation, both nonprofit organizations involved in grant distribution. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach emphasizes diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, supported by proprietary and third-party platforms.
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