About ValMark Compliance
ValMark Compliance is a department of ValMark Securities, Inc. a national independent broker dealer specializing in equity, investment advisory and risk management products and support services for the nation's top echelon of wealth transfer and corporate insurance firms. Licensed in 50 states for life insurance and securities, the firm has Member Offices (independently-owned) throughout the U.S. ValMark's corporate offices are located in Akron, Ohio and St. Paul, Minnesota.
The firm serves as an independent insurance buying cooperative for its Member Offices with an estimated $40 billion of in-force life insurance and $12 billion of assets under manangement with a select group of leading life insurance and investment companies. This combined buying power gives Member Offices preferred access and leverage to negotiate the best arrangements on behalf of their clients.
ValMark's affiliated companies include ValMark Advisers, and SEC-registered investment advisory firm, and Executive Insurance Agency, a Master General Agency for general account life insurance products. ValMark added FINRA-compliant life settlement brokerage division in 2004.
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1-10 employees
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Financial Services
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Akron Ohio United States
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1962
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Ria, Registered Investment Advisor, Investment, Retirement Planning, Life Insurance, Estate Planning, Insurance Agency, Broker/Dealer, B/D, Long-Term Care.
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