DZ
Dennis M. Zaverl
VALMARK ADVISERS
Rocky River, OH 44116
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CRD#: 1482312
DZ
Dennis Michael ZaverlVALMARK ADVISERS
Professional summary
Dennis Michael Zaverl, who also goes by Denny Zaverl, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Rocky River, Ohio and VALMARK SECURITIES, INC. located in Rocky River, Ohio.
Dennis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Dennis has worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.
Aliases
Denny Zaverl
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.) ARCHITECHTURAL HERITAGE INC. - Not Investment Related - (PRES) - I'M A DIRECTOR OF GIE MEDIA INC, PUBLISHING COMPANY - Not Investment Related. NO INCOME TO DATE. - I'M A 90% PARTNER AND RECEIVE INCOME IN EASY STORAGE VII, LOCATED IN WV. Not Investment Related - I'M A 50% PARTNER IN ZAVERL FAMILY, LLC. Not Investment Related - I'M A TRUSTEE AND PRESIDENT OF CHRISTIAN BUSINESSCARES FOUNDATION. Not Investment Related - I'M A 9% LIMITED PARTNER IN EASY STORAGE IX AND A 6.2% PARTNER IN EASY STORAGE VIII. Not Investment Related./// 2.) Donovan, Klimczak and Company, Inc; 484 South Miller Road Suite 100, Fairlawn 44333; Accounting Firm; Director of CPA; Has annual meeting goes over what the company is doing. Vote on different topics. Owner will bounce things off Denny throughout the year; not investment related; start 1/1989; 1-5 hrs. per month; no compensation./// 3.) EQUIP 117; 314 West Center Street Smithville OH, 44677; Christians Men's discipleship; Director; Consulting members as needed; start 1/2026; not investment related; 6-10 hrs. per month; no compensation./// 4.) Zaverl & Associates, Inc; 2044 Galilee Oval Hinckley, OH 44233; Currently not used for anything. Was used for RIA when it was active; President; Currently dormant. Was originally used for RIA. Keeping active incase it is going to be used later on; not investment related; 1-5 hrs. per month; no compensation.///
CRS (Client Relationship Summary) - RIA
Click below to view Dennis Michael Zaverl'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
January 1, 2001 - Present
VALMARK ADVISERS, INC.
Office #1: 19111 Detroit Rd #200, Rocky River, OH 44116RIA
CRD#: 108050
Rocky River, OH
Current
October 10, 1997 - Present
VALMARK SECURITIES, INC.
Office #1: 19111 Detroit Rd #200, Rocky River, OH 44116BD
CRD#: 31243
Rocky River, OH
Past
February 2, 2004 - December 2, 2019
ZAVERL & ASSOCIATES, INC.
RIA
CRD#: 129810
BRECKSVILLE, OH
Past
September 30, 1988 - November 10, 1997
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
ST. PAUL, MN
Past
June 16, 1986 - September 30, 1988
DATAPLAN SECURITIES, INC.
BD
CRD#: 16813
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
Florida(10/10/1997)
RR
Ohio(10/10/1997)
IAR
Ohio(1/1/2001)
Exams
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)Loading...
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
280
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 20,881 |
| AUM (Assets Under Management) | $ 10,166,311,019 |
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.
