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Cody Alan Martin

Valmark Advisers, Inc.

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About Cody Alan Martin

Cody Martin is a financial advisor with Valmark Advisers, Inc. Cody is also a financial advisor with SDM Advisors, LLC. Cody's firm, Valmark Advisers, Inc. is based in Akron, OH. Valmark Advisers, Inc. provides a variety of services including portfolio management for businesses and individuals, financial planning, pension consulting, and selection of other advisors. Cody's work with SDM Advisors, LLC is based out of San Francisco, CA. Cody has been a registered investment advisor for over four years. Cody holds the Series 65, Series 63, Series 6TO and the SIE licenses.

Firm Information

Cody Martin is currently registered with Valmark Advisers, Inc.. Valmark Advisers, Inc. is a financial advisory firm based in Akron, Ohio. They offer a range of services including financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. The firm has over 260 licensed agents and manages approximately $7.03 billion in assets.
Valmark Advisers, Inc.

130 SPRINGSIDE DRIVE

AKRON, OH 44333

$7.03B

Assets Under Management

323

Total Clients

248

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cody Martin’s Registration & Firm History

CA

03/24/2020 - Present

Valmark Advisers, Inc. (San Francisco CA)

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Licenses & Designations

IA

Issued 11/19/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/06/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/24/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/20/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cody Alan Martin.
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