Michael R. Kura

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CRD#: 1333436

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Ray Kura was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1985. Michael had worked at 4 firms and has passed the Series 63, SIE, Series 6 and Series 22 exams.

Question & Answer

Are you a "fiduciary"?

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.)Insurance producer; sale of non-variable life insurance products and group voluntary insurance products with various carriers; commission compensation. /// 2.)KURA FINANCIAL, INC., 33 Merz Blvd, Fairlawn, Oh 44333; FINANCIAL SERVICES; INVESTMENT RELATED; STARTED 12/27/2005; 160 HOURS PER MONTH; NO CLIENT INVOLVEMENT; PRESIENT AND HANDLE ALL DAY TO DAY OPERATIONS OF FINANCIAL SERVICES; COMPENSATION-SALARY/SUB S DISTRIBUTIONS./// 3.)"Retire Abundantly - The Proven Principles to Create a More Worry Free Retirement with Less Stress" (a book); 33 Merz Blvd, Fairlawn, Oh 44333; Author; A book for distribution to current and prospective clients and centers of influence; investment related; started 01/16/2017; Financial interest-I paid for editing, proofing, printing. The book is NOT for resale; I will not be paid from direct sales. However, the book may help attract new clients./// 4.) Haven of Rest Ministries; 175 E Market St, Akron, OH 44308; Haven of Rest is a Christ centered homeless shelter and outreach organization that provides support services to men and woman in the greater Akron community; President of the Board of Directors; Oversight of the Haven of Rest Ministries; NOT Investment Related; Start Date 04/1986; Approximately 6-10 hrs. per month; IS a client, provides investment advisory services to the Haven of Rest endowment; No compensation derived as President of the Board.///

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

January 9, 2001 - December 31, 2024

VALMARK ADVISERS, INC.

RIA

CRD#: 108050

Fairlawn, OH

Past

November 26, 1997 - December 31, 2024

VALMARK SECURITIES, INC.

CRD#: 31243

Fairlawn, OH

Past

July 7, 1992 - December 8, 1997

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

April 16, 1985 - July 17, 1992

VESTAX SECURITIES CORPORATION

CRD#: 10332

HUDSON, OH

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/4/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/8/1987

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 22

Date: 4/15/1985

Direct Participation Programs Representative Examination

Current Firm

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)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VALMARK ADVISERS WEALTH MANAGEMENT SOLUTIONS ADV PART 2A APPENDIX 1-WRAP FEE PROGRAM BROCHURE (6/16/2025)

VALMARK ADVISERS, INC SEC FORM 2A FIRM BROCHURE (6/16/2025)

Regulatory assets under management

Total Number of Accounts	19,096
AUM (Assets Under Management)	$ 8,379,181,235

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Michael R. Kura

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

VALMARK SECURITIES, INC.

SECURIAN FINANCIAL SERVICES, INC.

VESTAX SECURITIES CORPORATION

Primary Firm SEC Registration

VALMARK ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/4/1998

SIE

Date: 10/1/2018

Series 6

Date: 7/8/1987

Series 22

Date: 4/15/1985

Current Firm

VALMARK ADVISERS, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VALMARK ADVISERS, INC.

TRUST BUT VERIFY

Contact information

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