PV
Patrick R. Velekei
VALMARK ADVISERS
Wyomissing, PA 19610
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CRD#: 3235431
PV
Professional summary
Patrick Robert Velekei, CFP®, CLU® is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Wyomissing, Pennsylvania and VALMARK SECURITIES, INC. located in Wyomissing, Pennsylvania.
Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Patrick has worked at 5 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 53 and Series 24 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 SALES THROUGH Velekei Giles Financial Advisors ; 955 PENN AVENUE; WYOMISSING, PA 19610; LIFE & HEALTH INSURANCE SALES; NOT INVESTMENT RELATED; STARTED 01/1/2023; 100+ HOURS PER MONTH, 0-7 HOURS DURING TRADING HOURS; CLIENT INVOLVEMENT-SALES TO CLIENTS, MANY OF WHICH ARE ALSO INVESTMENT CLIENTS; DUTIES-SALES AND ADVISORY SERVICES; COMPENSATION-COMMISSIONS PAID BY INSURERS /// 2) United Way of Berks County, PA; Reading, PA; non-profit; Position: Investment Committee Chairperson; participate in investment committee, providing insight of investment portfolio; no direct management or trading; 1-5 hours/ month; no compensation./// 3) Velekei Real Estate, LLC; Wyomissing, PA; Sole member; Office building ownership; Manage rental of office building; not investment related; compensation is rents collected from office building tenant./// 4) W2 and 1099 income from Velekei Financial Group, LLC; 955 Penn Avenue Wyomissing, PA 19610; Financial Services; Firm management, client service, investment account management; YES Investment Related; Start Date 01/01/2024; 100% owner of Velekei Financial Group, LLC; Approximately 21-40 hrs. per month; Owner of company; W2 paycheck and 1099 distributions.///
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Robert Velekei'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: 2006
Experience
Current
December 10, 2010 - Present
VALMARK ADVISERS, INC.
Office #1: 955 Penn Avenue, Wyomissing, PA 19610RIA
CRD#: 108050
Wyomissing, PA
Current
December 1, 2010 - Present
VALMARK SECURITIES, INC.
Office #1: 955 Penn Avenue, Wyomissing, PA 19610BD
CRD#: 31243
Wyomissing, PA
Past
March 6, 2009 - December 2, 2010
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
WYOMISSING, PA
Past
January 2, 2003 - December 2, 2010
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
WYOMISSING, PA
Past
July 1, 2002 - December 19, 2002
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
MINNEAPOLIS, MN
Past
June 28, 1999 - July 1, 2002
LUTHERAN BROTHERHOOD SECURITIES CORP.
BD
CRD#: 4205
MINNEAPOLIS, MN
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
Arizona(10/29/2014)
RR
Arizona(8/21/2015)
RR
California(12/1/2010)
IAR
California(3/11/2025)
RR
Colorado(10/31/2016)
IAR
Colorado(10/31/2016)
RR
Delaware(6/20/2023)
IAR
Delaware(6/4/2025)
IAR
District of Columbia(5/18/2021)
RR
Florida(12/1/2010)
IAR
Florida(1/12/2011)
IAR
Georgia(10/6/2014)
IAR
Indiana(5/29/2024)
IAR
Maryland(1/3/2017)
IAR
Massachusetts(10/8/2025)
RR
New Jersey(12/1/2010)
IAR
New Jersey(11/15/2016)
RR
New York(12/1/2010)
IAR
New York(4/6/2021)
IAR
North Carolina(3/7/2019)
RR
North Carolina(9/8/2021)
RR
Pennsylvania(12/1/2010)
IAR
Pennsylvania(12/10/2010)
RR
South Carolina(1/7/2014)
IAR
South Carolina(1/8/2014)
RR
Vermont(8/17/2017)
RR
Virginia(12/1/2010)
IAR
Virginia(12/13/2010)
IAR
Washington(10/28/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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#: 108050Wyomissing, PA 19610TRUST BUT VERIFY
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