Nathan A. Kastner
VALMARK ADVISERS
OPELIKA, AL 36801
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CRD#: 5024820
Professional summary
Nathan Adam Kastner, CFP® is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Opelika, Alabama and VALMARK SECURITIES, INC. located in Opelika, Alabama.
Nathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Nathan has worked at 2 firms and has passed the Series 63, 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. TAX PREPARER FOR SMITH-KASTNER WEALTH MANAGEMENT. I WILL RECEIVE COMPENSATION FOR THIS FROM SMITH-KASTNER WEALTH MANAGEMENT./// 2. SMITH-KASTNER PROPERTY MANAGEMENT, LLC; RENTAL PROPERTY MANAGEMENT; MANAGING MEMBER; OVERSEE MANAGEMENT OF RENTAL PROPERTY; NOT INVESTMENT RELATED; STARTED 03/2015; OWN 50% OF CORPORATION; NO COMPENSATION./// 3. Provides conservatorship services in conjunction w/probate court order and trustee services to a few individuals and trusts, Yes, Investment related; 1/1/19 Start date; Approximate 1-5 hrs per month; Compensated on billable hrs for trust services, flat or hourly rate for conservatorships./// 4. Rotary International Opelika; Opelika, AL; Treasurer of Non-profit civic organization; Invoicing, payment of organizational expenses, reporting of financials to Board of directors; not investment related; no compensation./// 5. Smith-Kastner Wealth Management, LLC; 1800 Airport Road, Opelika, AL 36801; Managing Member; Day-to-day management of a financial services firm, provide financial advice and products to a wide range of clients; YES Investment Related; Start Date 02/2005; Own 25% of Corporation; Approximately 40+ hrs. per month; Salary.///
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Adam Kastner'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: 2010
Experience
Current
February 17, 2011 - Present
VALMARK ADVISERS, INC.
Office #1: 1800 Airport Road, Opelika, AL 36801RIA
CRD#: 108050
OPELIKA, AL
Current
September 14, 2005 - Present
VALMARK SECURITIES, INC.
Office #1: 1800 Airport Rd., Opelika, AL 36801BD
CRD#: 31243
Opelika, AL
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(9/23/2005)
IAR
Alabama(2/17/2011)
IAR
Arkansas(10/30/2017)
RR
California(9/24/2021)
RR
Colorado(10/29/2021)
RR
Florida(10/29/2021)
RR
Georgia(1/2/2013)
IAR
Georgia(1/2/2013)
RR
Idaho(10/29/2021)
RR
Illinois(8/13/2021)
IAR
Louisiana(9/7/2023)
RR
North Carolina(7/30/2021)
IAR
North Carolina(7/30/2021)
IAR
Ohio(11/4/2022)
RR
Ohio(5/14/2024)
RR
South Carolina(3/7/2014)
RR
South Dakota(9/10/2024)
IAR
South Dakota(9/11/2024)
RR
Tennessee(11/16/2018)
RR
Texas(6/23/2016)
IAR
Texas(6/8/2017)
RR
Utah(9/2/2021)
IAR
Utah(10/29/2021)
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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Company Information
VALMARK ADVISERS, INC.
CRD#: 108050Opelika, AL 36801TRUST BUT VERIFY
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