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Craig Allan Welch

Valmark Advisers, Inc.

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About Craig Allan Welch

Craig Welch, a CERTIFIED FINANCIAL PLANNER™ professional, is a Registered Representative with Valmark Advisers, Inc. Craig has been in the financial industry since 2004. Craig has also held previous positions at Key Investment Services LLC and Valmark Securities, Inc. Craig is licensed to offer investment advice in all 50 states. Craig offers a range of financial planning services, including portfolio management, pension consulting, and consulting.

Firm Information

Craig Welch 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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Craig Welch’s Registration & Firm History

OH

04/10/2018 - Present

Valmark Advisers, Inc. (Akron OH)

OH

06/07/2011 - 03/22/2018

KEY INVESTMENT SERVICES LLC (CLEVELAND OH)

OH

11/17/2004 - 06/13/2011

VALMARK SECURITIES, INC. (AKRON OH)

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Licenses & Designations

BOTH

Issued 12/13/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/19/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Craig Allan Welch.
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