DR
David A. Rasch
VALMARK ADVISERS
GRAND RAPIDS, MI 49546
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CRD#: 1385000
DR
Professional summary
David Allen Rasch is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Grand Rapids, Michigan and VALMARK SECURITIES, INC. located in Grand Rapids, Michigan.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. David has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
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) INSURANCE COMMISSIONS/INDEPENDENT AGENT./// 2) Strategies Benefit Group (HEALTH INSURANCE COMMISSIONS); Start date 01/01/2024./// 3) RECEIVE ADVISORY FEES./// 4) ALLIANCE BENEFIT GROUP, 30100 TELEGRAPH ROAD, SUITE 100, BINGHAM FARMS, MI 48025; PENSION CONSULTING; SOLICITOR; INVESTMENT RELATED; STARTED 01/2017; COMPENSATION PAID BY CHECK/// 5) Harvest Wealth Advisors; 5075 Cascade Rd SE Ste. A Grand Rapids MI 49546; Wealth Advisor/President; YES Investment Related; Start Date 2013; Approximately 40+ hrs. per month; W2 wage salary./// 6) GreenTree Orchards; 4375 10 Mile Rd Sparta MI 49345; Farming; Brother rents farmland from me; NOT Investment Related; Start Date 01/01/2024; Approximately 1-5 hrs. per month; Brother is a client, and his company has a Simple IRA with us; Compensated with Annual Payment.///
CRS (Client Relationship Summary) - RIA
Click below to view David Allen Rasch'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®
NoneExperience
Current
May 20, 2010 - Present
VALMARK ADVISERS, INC.
Office #1: 5075 Cascade Road Suite A, Grand Rapids, MI 49546RIA
CRD#: 108050
GRAND RAPIDS, MI
Current
January 3, 2007 - Present
VALMARK SECURITIES, INC.
Office #1: 5075 Cascade Road, Se Suite A, Grand Rapids, MI 49546BD
CRD#: 31243
Grand Rapids, MI
Past
March 21, 1986 - January 3, 2007
NEW ENGLAND SECURITIES
BD
CRD#: 615
GRAND RAPIDS, MI
Past
July 5, 1985 - February 20, 1986
EQUITY SERVICES, INC.
BD
CRD#: 265
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(1/3/2007)
IAR
California(6/9/2022)
IAR
Colorado(10/1/2021)
IAR
District of Columbia(10/19/2022)
RR
Florida(1/3/2007)
IAR
Florida(1/7/2019)
RR
Georgia(1/3/2007)
IAR
Illinois(3/3/2020)
RR
Illinois(1/11/2023)
RR
Indiana(8/12/2022)
IAR
Indiana(1/12/2023)
RR
Maryland(2/21/2020)
IAR
Maryland(2/21/2020)
RR
Michigan(1/3/2007)
IAR
Michigan(5/20/2010)
RR
Montana(8/22/2018)
IAR
Montana(1/2/2020)
RR
Nebraska(1/3/2007)
IAR
New Hampshire(9/7/2017)
IAR
Ohio(12/27/2018)
RR
Ohio(3/15/2022)
RR
Pennsylvania(7/3/2007)
IAR
Pennsylvania(3/3/2021)
RR
Tennessee(7/10/2024)
RR
Texas(8/30/2023)
IAR
Texas(8/31/2023)
RR
Utah(8/16/2021)
IAR
Utah(5/16/2022)
IAR
Virginia(2/27/2021)
RR
Washington(9/20/2010)
IAR
Washington(4/29/2015)
IAR
West Virginia(5/8/2025)
RR
Wisconsin(1/3/2007)
IAR
Wisconsin(1/3/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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#: 108050Grand Rapids, MI 49546TRUST BUT VERIFY
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Contact information
xxxxx@xxxx.xxx
