KH
Kasey A. Hammer
VALMARK ADVISERS
LANCASTER, OH 43130
Some features on this profile are disabled
CRD#: 5640581
KH
Professional summary
Kasey Ann Hammer, who also goes by Kasey Ann Lauderman, Kasey Ann Massatti, Kasey Ann Mcguire, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Lancaster, Ohio and VALMARK SECURITIES, INC. located in Lancaster, Ohio.
Kasey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Kasey has worked at 2 firms and has passed the Series 63, Series 6TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kasey Ann Lauderman | Kasey Ann Massatti | Kasey Ann Mcguire
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) MASSATTI ENTERPRISES-SALE OF CRAFT ITMES AT CRAFT SHOWS/// 2) FAIRFIELD FINANCIAL SOLUTIONS, 2700 KULL RD., LANCASTER, OH 43130; FINANCIAL PLANNING; SHAREHOLDER ; SINCE 01/2015; MY DUTIES HAVE STAYED THE SAME. I JUST HAVE TO ATTEND THE ANNUAL SHAREHOLDER MEETING A YEAR. MY ADDITIONAL TIME IS MAYBE 5 HOURS A WEEK ADDITIONAL THAT IS ADMINISTRATIVE/FINANCIAL REVIEW OF THE COMPANY; INVESTMENT RELATED; NO CLIENT INVOLVEMENT; I CURRENTLY OWN 50%; COMPENSATION-QUARTERLY DIVIDEND CHECKS./// 3) Hammer, Ruff & Associates, Tax and Consulting, Inc.; Lancaster, OH; President of Accounting/Tax/Bookkeeping Firm; duties include: Assist in the management of the firm; Meeting with clients; Preparing and checking tax returns. Not investment related; Start Date 1/1/2024; Co-Ownership; Approximately 11-20 hrs. per month; compensation is W-2./// 4) Ruff & Associates CPA's Inc.; Lancaster OH; Vice President of Tax & Accounting firm; 1% owner; Currently dormant and no activity planned; no duties. not investment related; no compensation./// 5) Ribbon Masters, Online Sales, President, Bookkeeping, Ordering Ribbon from vendors, started 8/1/2021, not investment related, no compensation provided to owners, 1-5 hours per month./// 6) Sale of Fixed Life Insurance with Jackson National Life Ins.; Submitting fixed direct business; YES Investment Related; Start date 10/18/2022; Compensated by commissions from sales./// 7) Bloom Carroll Elementary PTO; 4955 Carroll Eastern Rd NW, Carroll, OH 43112; Treasurer; Maintain balanced budget, reimburse expenses, approve expenses, attend monthly meetings, create annual budget; NOT Investment Related; Start Date 08/01/2022; Approximately 1-5 hrs. per month; Volunteer position only, no compensation./// 8) RaH Enterprises LLC; 2700 Kull Rd., Lancaster, OH 43130; Commercial Building; Co-Owner; Rental Management; NOT Investment Related'; Start Date 7/1/2024; Approximately 1-5 hrs. per month./// 9) Hammer Insurance LLC; 2700 Kull Road, Lancaster, OH 43130; Health Insurance, Medicare Supplements, Personal Property & Casualty (Home & Auto), Commercial Lines of P&C and Life Insurance under $100,000; Owner; Provide referrals and leads. Check the books and records. Oversee employees, I will not be selling or servicing these clients. I will have staff that will do that; NOT Investment Related; Start Date 08/01/2025; 100% Owner; Approximately 6-10 hrs. per month; yes, client is self; Profits from company.///
CRS (Client Relationship Summary) - RIA
Click below to view Kasey Ann Hammer'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®
NoneExperience
Current
June 2, 2014 - Present
VALMARK ADVISERS, INC.
Office #1: 2700 Kull Road, Lancaster, OH 43130RIA
CRD#: 108050
LANCASTER, OH
Current
November 5, 2009 - Present
VALMARK SECURITIES, INC.
Office #1: 2700 Kull Rd., Lancaster, OH 43130BD
CRD#: 31243
Lancaster, 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
Florida(10/17/2022)
RR
Indiana(1/13/2023)
RR
Kentucky(10/16/2024)
RR
Massachusetts(5/9/2024)
RR
Michigan(8/30/2021)
RR
Minnesota(2/28/2025)
RR
Ohio(11/5/2009)
IAR
Ohio(6/2/2014)
RR
Pennsylvania(1/2/2020)
RR
South Carolina(4/27/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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.
