About ValMark Securities
As one of the nation’s leading independent broker/dealers, ValMark Securities takes measures to ensure continued strength and relevance. Notable among these measures is the company’s strategic partnership with the CFP program at the University of Akron. ValMark employees lead industry-relevant courses at the university and select students to participate in a 12-month internship that includes brief tenures in each of ValMark Securities’ departments. Through this program, the firm ensures that the coming generation of employees will have the skill set necessary to uphold the firm’s high standards.
Maintaining itself in the long term is crucial to the continued success of ValMark Securities. At present, the firm manages roughly $10 billion in client assets through its wealth management services and another $42 billion in its insurance services. This marks significant growth from ValMark’s origin in 1963, when it began as an agency for general life insurance products. Founder Lawrence S. Rybka paved the way for the firm’s long-term success by pioneering a model of service that favored highly knowledgeable backroom support for sales people: from its earliest days, the company employed attorneys and CPAs to offer clients advice and product recommendations.
Today, ValMark Securities maintains an affiliate relationship with Rybka’s original insurance agency, called Executive Insurance Agency. Among the firm’s other affiliates are ValMark Advisers, an SEC-registered investment adviser, and a life settlement brokerage unit.
As part of its larger vision, the firm maintains the ValMark Securities Global Gift Fund, which receives 10 percent of company profits each year. Those funds are then distributed among tax-exempt organizations as determined by the board members of the fund. Preference goes to groups that already receive financial support or personal involvement from ValMark employees.
The firm maintains headquarters in Akron, Ohio.
ValMark Securities' Links:
Maintaining itself in the long term is crucial to the continued success of ValMark Securities. At present, the firm manages roughly $10 billion in client assets through its wealth management services and another $42 billion in its insurance services. This marks significant growth from ValMark’s origin in 1963, when it began as an agency for general life insurance products. Founder Lawrence S. Rybka paved the way for the firm’s long-term success by pioneering a model of service that favored highly knowledgeable backroom support for sales people: from its earliest days, the company employed attorneys and CPAs to offer clients advice and product recommendations.
Today, ValMark Securities maintains an affiliate relationship with Rybka’s original insurance agency, called Executive Insurance Agency. Among the firm’s other affiliates are ValMark Advisers, an SEC-registered investment adviser, and a life settlement brokerage unit.
As part of its larger vision, the firm maintains the ValMark Securities Global Gift Fund, which receives 10 percent of company profits each year. Those funds are then distributed among tax-exempt organizations as determined by the board members of the fund. Preference goes to groups that already receive financial support or personal involvement from ValMark employees.
The firm maintains headquarters in Akron, Ohio.
ValMark Securities' Links: