Unclaimed
Thomas Strauchon is a financial advisor with Valmark Advisers, Inc. Thomas has been in the industry since 1983 and has experience working with clients in a number of areas including, individuals, high-net-worth individuals, pension and profit sharing plans, and charitable organizations. Thomas is also a Certified Financial Planner. In addition to his work with Valmark Advisers, Inc. Thomas also receives some non-variable insurance commissions from other general agencies.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OH
06/13/2018 - Present
Valmark Advisers, Inc. (Highland Heights OH)
MN
03/30/1993 - 09/03/1997
MIMLIC SALES CORPORATION (ST. PAUL MN)
OH
08/27/1991 - 02/12/1993
M.D. POITINGER AND CO., INC. (AKRON OH)
OH
03/01/1983 - 06/10/1991
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
BC
Issued 02/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Strauchon is the right advisor for you? Invested Better is here to help.