Christopher A. Klimash

VALMARK ADVISERS

FALMOUTH, ME 04105

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CRD#: 2886821

Professional summary

Christopher Allen Klimash, who also goes by Chris Klimash, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Falmouth, Maine and VALMARK SECURITIES, INC. located in Falmouth, Maine.

Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Christopher has worked at 6 firms and has passed the Series 66, SIE, Series 3, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Klimash

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.) Lebel & Harriman, LLP; 366 US Route One, Falmouth, ME 04105; Retirement Advisor, Financial Planning/Retirement Planning/Investment Management; YES Investment Related; Start Date 03/2015; Approximately 40+ hrs. per month; Lebel & Harriman pays a salary to me.///

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Allen Klimash's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 25, 2015 - Present

VALMARK ADVISERS, INC.

Office #1: 366 Us Route One, Falmouth, ME 04105

RIA

CRD#: 108050

FALMOUTH, ME

Current

March 23, 2015 - Present

VALMARK SECURITIES, INC.

Office #1: 366 Us Route One, Falmouth, ME 04105

CRD#: 31243

Falmouth, ME

Past

April 17, 2009 - April 10, 2015

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

PORTLAND, ME

Past

April 17, 2009 - April 10, 2015

RBC CAPITAL MARKETS, LLC

CRD#: 31194

PORTLAND, ME

Past

April 2, 2007 - April 21, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

PORTLAND, ME

Past

April 2, 2007 - April 21, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

PORTLAND, ME

Past

June 3, 2002 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

PORTLAND, ME

Past

June 29, 2000 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

PORTLAND, ME

Past

November 26, 1997 - June 1, 2000

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

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

Alaska
(10/28/2022)

IAR

Arizona
(8/15/2025)

IAR

California
(3/26/2015)

Colorado
(3/23/2015)

Florida
(3/23/2015)

IAR

Florida
(4/2/2015)

Maine
(3/25/2015)

IAR

Maine
(3/25/2015)

Massachusetts
(3/23/2015)

IAR

Massachusetts
(4/13/2015)

New Hampshire
(3/23/2015)

IAR

New Hampshire
(1/25/2022)

IAR

New Jersey
(11/26/2024)

New York
(3/23/2015)

IAR

New York
(4/6/2021)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/12/1998

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 12/11/2007

National Commodity Futures Examination

General Industry/Product Exam

Series 31

Date: 7/7/2000

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 11/25/1997

General Securities Representative Examination

SRO Registrations

FINRA

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.

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Advisor Monitoring

Firm Stability Insights

Christopher A. Klimash

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Allen Klimash's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALMARK SECURITIES, INC.

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

VALMARK ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/12/1998

SIE

Date: 10/1/2018

Series 3

Date: 12/11/2007

Series 31

Date: 7/7/2000

Series 7

Date: 11/25/1997

FINRA

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

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