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Paul Anthony Rokosz

Valmark Advisers, Inc.

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About Paul Anthony Rokosz

Paul Rokosz is a financial professional with over 13 years of experience in the financial services industry. He is a Chartered Financial Analyst and holds Series 7, Series 63, and SIE licenses. Paul is currently registered with Valmark Advisers, Inc. and is actively involved in providing financial planning, investment advisory, and insurance services. Paul specializes in working with individuals, families, and businesses in their financial planning and investment needs. He is committed to providing personalized service and helping his clients achieve their financial goals.

Firm Information

Paul Rokosz 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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Paul Rokosz’s Registration & Firm History

IL

05/16/2018 - Present

Valmark Advisers, Inc. (Oak Brook IL)

ME

02/26/2007 - 07/16/2007

PROFESSIONAL FUNDS DISTRIBUTOR, LLC (PORTLAND ME)

MN

08/08/2002 - 11/30/2005

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 05/18/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/12/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Anthony Rokosz.
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