FB
Frank P. Bevilacqua
VALMARK ADVISERS
AKRON, OH 44333
Some features on this profile are disabled
CRD#: 4784575
FB
Professional summary
Frank P Bevilacqua II, CFP® is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Akron, Ohio and W3 WEALTH ADVISORS, LLC located in Akron, Ohio.
Frank is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Frank has worked at 3 firms and has passed the Series 66, SIE and Series 7 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. W3 WEALTH MANAGEMENT, LLC, 90 N MILLER RD., AKRON, OH 44333; FINANCIAL SERVICES; PARTNER/OWNER; CLIENT MEETINGS AND OVERSEE DAILY ACTIVITIES; INVESTMENT RELATED; STARTED 02/20/2004; FINANCIAL INTEREST-I HAVE AN OWNERSHIP INTEREST THROUGH MY OWNERSHIP IN CRESCENDO CAPITAL, LLC. AND W3 GLOBAL, LLC.; COMPENSATION- BASED ON A % OF NET PROFITS./// 2. W3 GLOBAL, LLC, 90 N MILLER RD., AKRON, OH 44333; FINANCIAL SERVICES; PARTNER/OWNER; CLIENT MEETINGS AND OVERSEE DAILY ACTIVITIES; INVESTMENT RELATED; STARTED 02/20/2016; FINANCIAL INTEREST-I HAVE AN OWNERSHIP INTEREST THROUGH MY OWNERSHIP IN CRESCENDO CAPITAL, LLC; COMPENSATION-AS A % OF NET PROFITS./// 3. CRESCENDO CAPITAL, LLC, 90 N MILLER RD., AKRON, OH 44333; USED TO MAKE INVESTMENTS IN VARIOUS BUSINESS ENTITIES; PARTNER/OWNER; MANAGER; NOT INVESTMENT RELATED; FINANCIAL INTEREST-I OWN 50% OF CRESCENDO CAPITAL, LLC; COMPENSATION-AS A % OF NET PROFITS./// 4. BEVILACQUA RECREATIONAL INVESTMENTS, LLC; 547 GHENTWOOD DRIVE; AKRON, OH 44333; OWNS VARIOUS FAMILY INVESTMENTS, INCLUDING STONEHEDGE BOWLING CENTER; LIMITED PARTNER; NO DUTIES; NOT INVESTMENT RELATED; STARTED 01/02/1995; FINANCIAL INTEREST-I OWN 20% OF THE LLC; COMPENSATION-AS A % OF NET PROFITS./// 5. I ALSO RECEIVE INSURANCE COMMISSIONS./// 6. W3 GLOBAL ACCOUNTING, LLC, 82 N. MILLER ROAD, AKRON, OH 44333; ACCOUNTING SERVICES; OWNER, MEMBER; BOARD LEVEL DECISIONS; NOT INVESTMENT RELATED; STARTED 01/01/18; I OWN APPROXIMATELY 27% OF THE ENTITY; CONFLICT OF INTEREST-SOME CLIENTS HAVE A RELATIONSHIP WITH BOTH W3 GLOBAL ACCOUNTING AND W3 WEALTH MANAGEMENT; I AM TO RECEIVE A % OF THE PROFITS BASED ON MY OWNERSHIP INTEREST./// 7) Crescendo Real Estate Holdings, LLC, 82 N Miller Rd., Akron, OH 44333; Own office building; Member; 01-01-20 start date; Owns 25%; 1-5 hrs per month; K-1 compensated./// 8) Hidden Lakes HOA; 5765 Graven Wy, Wadsworth, OH 44281; Treasurer; NOT Investment Related; Start Date 9/25/2020; Approximately 1-5 hrs. per month: Volunteer position, no compensation./// 9) W3 Financial Group; 90 N Miller Rd; Akron, OH 44333; Member, Manage the day to day expenses of the entity; NOT Investment Related; Start Date January 01, 2022; I own one third of the entity; Approximately 1-5 hrs. per month; I do not receive compensation from this entity, it is only used for sharing expenses with the accounting firm.///
CRS (Client Relationship Summary) - RIA
Click below to view Frank P Bevilacqua II'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: 2007
Experience
Current
June 15, 2004 - Present
VALMARK ADVISERS, INC.
Office #1: 301 Springside Drive, Akron, OH 44333RIA
CRD#: 108050
AKRON, OH
Current
January 16, 2008 - Present
W3 WEALTH ADVISORS, LLC
Office #1: 301 Springside Drive, Akron, OH 44333RIA
CRD#: 129549
AKRON, OH
Current
April 27, 2004 - Present
VALMARK SECURITIES, INC.
Office #1: 301 Springside Drive, Akron, OH 44333BD
CRD#: 31243
AKRON, OH
Past
August 18, 2004 - December 31, 2007
W3 WEALTH ADVISORS, LLC
RIA
CRD#: 129549
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
Alabama(9/11/2020)
IAR
Alabama(9/11/2020)
RR
Alaska(9/11/2020)
IAR
Alaska(9/11/2020)
RR
Arizona(8/29/2006)
IAR
Arizona(6/26/2019)
RR
Arkansas(1/18/2022)
RR
California(2/13/2013)
IAR
California(4/2/2013)
RR
Colorado(9/11/2020)
IAR
Colorado(9/11/2020)
RR
District of Columbia(1/12/2022)
IAR
District of Columbia(1/24/2022)
RR
Florida(11/10/2005)
IAR
Florida(3/5/2015)
RR
Georgia(1/22/2007)
IAR
Georgia(9/12/2016)
RR
Illinois(8/28/2013)
IAR
Illinois(11/20/2019)
RR
Indiana(8/27/2013)
IAR
Indiana(9/11/2020)
IAR
Kansas(8/21/2023)
IAR
Kentucky(5/24/2005)
RR
Kentucky(11/18/2011)
IAR
Louisiana(1/18/2022)
RR
Louisiana(3/9/2022)
IAR
Maine(1/18/2022)
RR
Maryland(7/18/2012)
IAR
Maryland(4/28/2015)
RR
Massachusetts(8/28/2013)
IAR
Massachusetts(2/1/2022)
RR
Michigan(9/11/2020)
IAR
Michigan(9/11/2020)
RR
Minnesota(9/11/2020)
IAR
Minnesota(9/11/2020)
RR
Mississippi(10/27/2022)
IAR
Mississippi(10/27/2022)
RR
Missouri(9/11/2020)
IAR
Missouri(9/11/2020)
RR
Montana(1/31/2023)
RR
Nebraska(1/31/2023)
RR
Nevada(12/15/2016)
IAR
Nevada(1/4/2017)
RR
New Jersey(8/20/2020)
IAR
New Jersey(9/14/2020)
IAR
New Mexico(1/19/2022)
RR
New Mexico(1/31/2023)
RR
New York(2/3/2012)
IAR
New York(4/6/2021)
RR
North Carolina(8/20/2020)
IAR
North Carolina(8/20/2020)
RR
Ohio(4/27/2004)
IAR
Ohio(6/15/2004)
RR
Oklahoma(1/31/2023)
IAR
Oregon(6/9/2020)
RR
Oregon(9/22/2020)
RR
Pennsylvania(8/28/2013)
IAR
Pennsylvania(1/27/2017)
RR
South Carolina(8/28/2013)
IAR
South Carolina(9/1/2020)
IAR
South Dakota(1/19/2024)
RR
Texas(8/28/2013)
IAR
Texas(7/18/2018)
RR
Vermont(1/31/2023)
RR
Virginia(1/15/2016)
IAR
Virginia(12/13/2019)
IAR
Washington(5/10/2005)
RR
Washington(9/12/2007)
IAR
Wisconsin(4/4/2017)
RR
Wisconsin(9/11/2020)
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VALMARK ADVISERS, INC.
CRD#: 108050Akron, OH 44333TRUST BUT VERIFY
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