Steven H. Vonschriltz

VALMARK ADVISERS

Worthington, OH 43085

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CRD#: 5217417

Professional summary

Steven Hartman Vonschriltz is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Worthington, Ohio and W3 WEALTH ADVISORS, LLC located in Worthington, Ohio.

Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Steven has worked at 4 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) Upper Arlington Swim Club; Mt Holyoke Rd, Upper Arlington, OH 43221; Assistant Coach; NOT Investment Related; Start Date 5/29/2023; Approximately 6-10 hrs. per month; W2 employee./// 2) W3 Wealth Advisors; 90 N. Miller Rd, Akron, Ohio 44333; Financial Advisor/IAR; YES investment Related; Start Date 4/18/2022; Approximately 40+ hrs. per month.///

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Hartman Vonschriltz'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®

None

Experience

Current

July 13, 2022 - Present

VALMARK ADVISERS, INC.

Office #1: 890 Proprietors Rd., Worthington, OH 43085

RIA

CRD#: 108050

Worthington, OH

Current

August 28, 2022 - Present

W3 WEALTH ADVISORS, LLC

Office #1: 890 Proprietors Road, Worthington, OH 43085

RIA

CRD#: 129549

Worthington, OH

Current

April 20, 2022 - Present

VALMARK SECURITIES, INC.

Office #1: 890 Proprietors Road, Worthington, OH 43085

CRD#: 31243

Worthington, OH

Past

August 6, 2010 - April 22, 2022

OSAIC FA, INC.

CRD#: 3978

COLUMBUS, OH

Past

October 18, 2006 - December 31, 2009

OSAIC FA, INC.

RIA

CRD#: 3978

COLUMBUS, OH

Past

October 6, 2006 - December 31, 2009

OSAIC FA, INC.

CRD#: 3978

COLUMBUS, 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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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
(8/10/2022)

IAR

California
(7/20/2022)

IAR

Colorado
(7/20/2022)

IAR

Florida
(8/5/2022)

IAR

Georgia
(9/20/2022)

IAR

Illinois
(7/20/2022)

IAR

Indiana
(7/20/2022)

IAR

Kentucky
(7/20/2022)

IAR

Louisiana
(7/20/2022)

IAR

Maine
(7/20/2022)

IAR

Maryland
(7/20/2022)

IAR

Massachusetts
(8/23/2022)

IAR

Michigan
(7/20/2022)

IAR

New Mexico
(7/21/2022)

IAR

North Carolina
(7/20/2022)

Ohio
(4/20/2022)

IAR

Ohio
(7/13/2022)

IAR

Oregon
(7/13/2022)

Oregon
(7/27/2022)

IAR

Pennsylvania
(7/20/2022)

IAR

South Carolina
(7/20/2022)

IAR

Texas
(7/13/2022)

IAR

Virginia
(7/20/2022)

IAR

Washington
(7/20/2022)

IAR

Wisconsin
(7/20/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/11/2022

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/5/2006

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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 Accounts	19,096
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.

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Advisor Monitoring

Firm Stability Insights

Steven H. Vonschriltz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Hartman Vonschriltz's CRS (Customer Relationship Summary).

Certified licenses

Experience

W3 WEALTH ADVISORS, LLC

VALMARK SECURITIES, INC.

OSAIC FA, INC.

OSAIC FA, INC.

OSAIC FA, INC.

Primary Firm SEC Registration

VALMARK ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/11/2022

SIE

Date: 10/1/2018

Series 7

Date: 10/5/2006

FINRA

Current Firm

VALMARK ADVISERS, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VALMARK ADVISERS, INC.

TRUST BUT VERIFY

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