RW
Ronald B. Ware
VALMARK ADVISERS
Saint Augustine, FL
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CRD#: 2890813
RW
Professional summary
Ronald Burt Ware, CFP®, who also goes by Ronny Ware, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Saint Augustine, Florida and VALMARK SECURITIES, INC. located in Saint Augustine, Florida.
Ronald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Ronald has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ronny Ware
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)WEALTH IMPACT PARTNERS, SALE OF FIXED LIFE AND HEALTH INSURANCE. COMMISSIONS WILL BE RECEIVED FROM INSURANCE CARRIERS FOR THE SALES./// 2) Borchers Trust Law Group; Of Counsel Attorney; Includes estate, asset protection, and elder law./// 3)Author; Plainville, MA; book writing/ sale of books; start 2013; not investment related./// 4) Aurum Insurance Partners, LLC; 72 Taunton Street, Plainville, MA 02762; Life insurance design, placement, underwriting advocacy, and management, including sales, recalibration, policy management, replacement, and life settlement; Partner; Sales, marketing, policy design, underwriting, advocacy, management, etc. through Valmark Securities and Executive Life Insurance (including PMC, and other available resources from Valmark); YES Investment Related; Start Date 08/14/2025; YES Financial interest, Wholly owned subsidiary of Trove Private Wealth; Approximately 1-5 hrs. per month; compensated by life insurance policy management fees or life insurance commissions.///
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Burt Ware'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: 2018
Experience
Current
July 19, 2000 - Present
VALMARK ADVISERS, INC.
Office #2: 72 Taunton Street, Plainville, MA 02762RIA
CRD#: 108050
Saint Augustine, FL
Current
November 20, 1998 - Present
VALMARK SECURITIES, INC.
Office #2: 72 Taunton Street, Plainville, MA 02762BD
CRD#: 31243
Saint Augustine, FL
Past
July 11, 1997 - August 28, 1997
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
RADNOR, PA
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
IAR
Alaska(9/23/2024)
RR
Arizona(1/23/2014)
IAR
Arizona(1/23/2014)
RR
California(5/16/2011)
IAR
California(2/21/2020)
IAR
Colorado(3/24/2015)
RR
Colorado(11/24/2015)
RR
Connecticut(9/12/2007)
IAR
Connecticut(9/12/2007)
RR
Delaware(2/25/2011)
IAR
Delaware(10/6/2020)
RR
District of Columbia(10/10/2025)
RR
Florida(6/21/2002)
IAR
Florida(1/4/2006)
RR
Georgia(10/22/2004)
IAR
Georgia(2/3/2005)
RR
Illinois(10/31/2017)
IAR
Illinois(2/16/2021)
IAR
Indiana(1/3/2013)
RR
Indiana(1/4/2013)
RR
Louisiana(9/29/2025)
IAR
Louisiana(9/29/2025)
RR
Maine(5/31/2002)
IAR
Maine(1/4/2006)
RR
Maryland(3/2/2010)
IAR
Maryland(4/12/2010)
RR
Massachusetts(11/20/1998)
IAR
Massachusetts(7/19/2000)
RR
Michigan(8/17/2015)
IAR
Michigan(8/17/2015)
RR
Montana(3/4/2019)
RR
Nevada(1/9/2013)
IAR
Nevada(1/9/2013)
RR
New Hampshire(6/4/2002)
IAR
New Hampshire(2/14/2006)
RR
New Jersey(4/3/2006)
IAR
New Jersey(4/11/2006)
RR
New York(10/30/2006)
IAR
New York(4/6/2021)
IAR
North Carolina(9/15/2005)
RR
North Carolina(2/28/2006)
RR
Ohio(4/21/2017)
IAR
Ohio(3/16/2018)
RR
Oregon(12/14/2018)
IAR
Oregon(4/23/2019)
RR
Pennsylvania(2/14/2013)
IAR
Pennsylvania(2/14/2013)
RR
Rhode Island(12/15/1998)
IAR
Rhode Island(4/11/2002)
RR
South Carolina(11/5/2018)
IAR
South Carolina(11/23/2020)
RR
Texas(5/19/2012)
IAR
Texas(9/16/2024)
RR
Vermont(11/30/2010)
RR
Virginia(5/25/2005)
IAR
Virginia(4/14/2015)
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)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
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.
