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KC

Kristen E. Carmichael

VALMARK ADVISERS
AKRON, OH 44333
Some features on this profile are disabled
CRD#: 4514221
KC

Professional summary

Kristen Erin Carmichael, CFP® is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Akron, Ohio and VALMARK SECURITIES, INC. located in Akron, Ohio.

Kristen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Kristen has worked at 7 firms and has passed the Series 66, Series 99TO, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristen Erin Carmichael'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®
CFP®

Certified Financial Planner

Experience

Current

November 8, 2013 - Present

VALMARK ADVISERS, INC.

Office #1: 130 Springside Drive Suite 300, Akron, OH 44333
RIA
CRD#: 108050
AKRON, OH
Current

November 5, 2013 - Present

VALMARK SECURITIES, INC.

Office #1: 130 Springside Drive Suite 300, Akron, OH 44333
BD
CRD#: 31243
Akron, OH
Past

September 18, 2013 - November 13, 2013

LPL FINANCIAL LLC

RIA
CRD#: 6413
AKRON, OH
Past

September 18, 2013 - November 13, 2013

LPL FINANCIAL LLC

BD
CRD#: 6413
AKRON, OH
Past

February 17, 2011 - September 18, 2013

FIRSTMERIT ADVISORS, INC.

RIA
CRD#: 125249
AKRON, OH
Past

January 14, 2010 - September 18, 2013

FIRSTMERIT FINANCIAL SERVICES, INC

BD
CRD#: 149680
AKRON, OH
Past

July 1, 2005 - January 14, 2010

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
AKRON, OH
Past

April 1, 2002 - July 1, 2005

FIRSTMERIT SECURITIES, INC.

BD
CRD#: 35057
AKRON, OH

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
Ohio
(11/5/2013)
IAR
Ohio
(11/8/2013)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/15/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/29/2002
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 10/1/2015
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/21/2011
General Securities Principal Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts19,096
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.

Company Information

VALMARK ADVISERS, INC.

CRD#: 108050Akron, OH 44333

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