MP
Michael D. Poitinger
POITINGER FINANCIAL
Fairlawn, OH 44333
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CRD#: 1176123
MP
Professional summary
Michael David Poitinger, CFP® is a registered financial advisor currently at POITINGER FINANCIAL, INC. located in Fairlawn, Ohio and VALMARK ADVISERS, INC. located in Fairlawn, Ohio.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Michael has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 39 and Series 24 exams.
Question & Answer
What are your service offerings?
Estate Planning
Comprehensive Financial Planni...
Insurance Planning
Investment Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Fixed Insurance Sales commissions and trails involved in the sale of fixed life insurance, fixed annuities, and disability polices.// 2) Owner and Investment Advisor Representative, Poitinger Financial, Inc., providing financial planning and consulting services for advisory fees.// 3) Lox Management Company, LTD, 1100 Killian Rd., Akron, OH 44312. Rental Real Estate, Member, 50% owner, property management, not investment related. Started 01/2007//
CRS (Client Relationship Summary) - RIA
Click below to view Michael David Poitinger's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1987
Experience
Current
October 11, 2006 - Present
POITINGER FINANCIAL, INC.
Office #1: 2735 Crawfis Blvd., Fairlawn, OH 44333Office #2: 2735 Crawfis Blvd., Fairlawn, OH 44333RIA
CRD#: 119867
Fairlawn, OH
Current
May 31, 2011 - Present
VALMARK ADVISERS, INC.
Office #1: 2735 Crawfis Blvd. Suite 100, Fairlawn, OH 44333RIA
CRD#: 108050
FAIRLAWN, OH
Current
October 2, 1998 - Present
VALMARK SECURITIES, INC.
Office #1: 2735 Crawfis Blvd. Suite 100, Fairlawn, OH 44333-2878BD
CRD#: 31243
Fairlawn, OH
Past
January 28, 1986 - October 6, 1998
M.D. POITINGER AND CO., INC.
BD
CRD#: 16808
AKRON, OH
Past
January 8, 1985 - January 31, 1986
E.R. KELLER & CO., INC.
BD
CRD#: 10715
Past
October 20, 1983 - January 1, 1985
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(5/22/2019)
IAR
California(2/17/2021)
RR
Colorado(7/12/2006)
IAR
Colorado(5/21/2021)
RR
Florida(11/13/1998)
IAR
Florida(7/23/2018)
RR
Georgia(10/31/2024)
IAR
Idaho(5/7/2021)
RR
Indiana(12/8/2016)
IAR
Massachusetts(11/17/2022)
RR
Michigan(2/2/2004)
IAR
Michigan(11/23/2021)
RR
New Jersey(7/28/2025)
RR
North Carolina(4/16/2019)
RR
Ohio(10/2/1998)
IAR
Ohio(10/11/2006)
RR
Pennsylvania(2/22/2018)
IAR
Pennsylvania(4/1/2022)
IAR
South Carolina(10/13/2021)
RR
South Carolina(11/9/2021)
IAR
Texas(1/14/2022)
RR
Virginia(6/12/2023)
RR
Washington(12/3/1999)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
130 Springside Drive Suite 300, Akron, OH 44333
Mailing Address
Phone number
(800) 765-5201
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
Red Flags
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Company Information
VALMARK ADVISERS, INC.
CRD#: 108050Fairlawn, OH 44333TRUST BUT VERIFY
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Contact information
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