EC
Eric D. Coffman
VALMARK ADVISERS
Fairlawn, OH 44333
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CRD#: 2206779
EC
Professional summary
Eric Donald Coffman, CFP® is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Fairlawn, Ohio and VALMARK SECURITIES, INC. located in Fairlawn, Ohio.
Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Eric has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 9, Series 10, Series 24 and Series 8 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.) COFFMAN FINANCIAL; 33 Merz Blvd. #100 , FAIRLAWN, OH 44333; WEALTH MANAGEMENT;INVESTMENT RELATED: YES;START DATE: 03/2011; HOURS PER MONTH: 40+;CLIENT INVOLVEMENT: YES, WEALTH ADVISOR; COFFMAN FINANCIAL IS MY CORPORATION WHICH RECIEVES MY CONSULTING, INVESTMENT AND INSURANCE COMPENSATION: I AM THE SOLE SHAREHOLDER; MY COMPENSATION FROM VALMARK AND CONSULTING IS PAID INTO COFFMAN FINANCIAL./// 2.) Insurance producer; sale of non-variable life insurance products and group voluntary insurance products with various carriers; commission compensation. 1-5 hours per month; not investment related./// 3.) Wealth Impact Advisors, LLC; 33 Merz Blvd., Suite 100, Fairlawn, OH 44333; Treasurer; Maintain books, oversee cash flow and overhead; NOT Investment Related; Start Date 4/14/2016; I am a 20% owner but there is no real share value. Any money not distributed to pay expenses as of 12.31 each year is distributed to LLC owners as K-1 distributions; Approximately 1-5 hrs. per month; I receive K-1 income based upon my share of undistributed money in the checking account./// 4.) Urban Vision; 749 Blaine Ave, Akron, OH 44310; Charitable organization; Board Member; Serve on the finance committee and provide feedback regarding financial matters related to operations and serve as another set of eyes on the financial statements; NOT Investment Related; Start Date 04/2025; Approximately 1-5 hrs. per month; Receive no compensation.///
CRS (Client Relationship Summary) - RIA
Click below to view Eric Donald Coffman'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: 2011
Experience
Current
March 4, 2004 - Present
VALMARK ADVISERS, INC.
Office #1: 33 Merz Blvd Suite 100, Fairlawn, OH 44333RIA
CRD#: 108050
Fairlawn, OH
Current
July 10, 2003 - Present
VALMARK SECURITIES, INC.
Office #1: 33 Merz Blvd Suite 100, Fairlawn, OH 44333BD
CRD#: 31243
Fairlawn, OH
Past
February 5, 1993 - August 6, 2002
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
Past
May 1, 1992 - January 30, 1993
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
DETROIT, MI
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(1/13/2020)
IAR
California(1/13/2020)
IAR
Colorado(3/11/2004)
RR
Colorado(4/13/2021)
IAR
Florida(7/13/2005)
RR
Florida(6/9/2006)
RR
Kansas(6/9/2023)
IAR
Kansas(6/9/2023)
RR
Michigan(4/26/2017)
IAR
Michigan(5/30/2023)
RR
North Carolina(11/9/2020)
IAR
North Carolina(11/9/2020)
RR
Ohio(7/11/2003)
IAR
Ohio(3/4/2004)
RR
South Carolina(10/22/2024)
IAR
South Carolina(2/5/2025)
RR
Virginia(6/13/2023)
IAR
Virginia(6/13/2023)
IAR
Washington(4/1/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 8/21/1995
General Securities Sales Supervisor Examination (Options Module & General Module)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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