LG
Lynn M. Goebel
VALMARK ADVISERS
AKRON, OH 44333
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CRD#: 5008554
LG
Professional summary
Lynn Marie Goebel, CFP®, who also goes by Lynn M. Goebel, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Akron, Ohio and VALMARK SECURITIES, INC. located in Akron, Ohio.
Lynn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Lynn has worked at 2 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lynn M. Goebel
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.
CRS (Client Relationship Summary) - RIA
Click below to view Lynn Marie Goebel'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®
Experience
Current
May 15, 2006 - Present
VALMARK ADVISERS, INC.
Office #1: 130 Springside Drive Suite 300, Akron, OH 44333RIA
CRD#: 108050
AKRON, OH
Current
August 30, 2005 - Present
VALMARK SECURITIES, INC.
Office #1: 130 Springside Drive Suite 300, Akron, OH 44333BD
CRD#: 31243
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(8/18/2010)
RR
Alaska(8/18/2010)
RR
Arizona(8/18/2010)
RR
Arkansas(8/18/2010)
RR
California(8/18/2010)
RR
Colorado(8/3/2010)
RR
Connecticut(8/18/2010)
RR
Delaware(8/18/2010)
RR
District of Columbia(8/3/2010)
RR
Florida(8/3/2010)
RR
Georgia(8/18/2010)
RR
Hawaii(8/18/2010)
RR
Idaho(8/18/2010)
RR
Illinois(8/18/2010)
RR
Indiana(8/18/2010)
RR
Iowa(8/18/2010)
RR
Kansas(8/18/2010)
RR
Kentucky(8/18/2010)
RR
Louisiana(8/3/2010)
RR
Maine(8/18/2010)
RR
Maryland(8/3/2010)
RR
Massachusetts(8/18/2010)
RR
Michigan(8/18/2010)
RR
Minnesota(8/18/2010)
RR
Mississippi(8/18/2010)
RR
Missouri(8/18/2010)
RR
Montana(8/18/2010)
RR
Nebraska(8/18/2010)
RR
Nevada(8/18/2010)
RR
New Hampshire(8/18/2010)
RR
New Jersey(8/3/2010)
RR
New Mexico(8/18/2010)
RR
New York(8/18/2010)
RR
North Carolina(8/18/2010)
RR
North Dakota(8/18/2010)
RR
Ohio(8/30/2005)
IAR
Ohio(5/15/2006)
RR
Oklahoma(8/18/2010)
RR
Oregon(8/18/2010)
RR
Pennsylvania(8/18/2010)
RR
Rhode Island(8/18/2010)
RR
South Carolina(8/18/2010)
RR
South Dakota(8/18/2010)
RR
Texas(8/18/2010)
RR
Utah(8/18/2010)
RR
Vermont(8/3/2010)
RR
Virginia(8/18/2010)
RR
Washington(8/18/2010)
RR
West Virginia(8/18/2010)
RR
Wisconsin(8/18/2010)
RR
Wyoming(8/18/2010)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral 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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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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