AV
Andrew M. Von Lehman
VALMARK ADVISERS
Fort Mitchell, KY 41017
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CRD#: 5752585
AV
Professional summary
Andrew M Von Lehman, who also goes by Drew Vonlehman, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Fort Mitchell, Kentucky and VALMARK SECURITIES, INC. located in Fort Mitchell, Kentucky.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Andrew has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Drew Vonlehman
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) I RECEIVE INCOME FROM THE SALE OF FIXED LIFE INSURANCE AND DISABILITY INSURANCE FROM EXECUTIVE INSURANCE, INC./// 2) Broadview Holdings, Inc. dba- Broadview Financial Advisors, Owner, I have a 30% ownership interest in Broadview Holdings, Inc.. I am paid a salary and then share in 30% of profits of entity, 21-40 hours per month, investment related./// 3) CASA for Kids, Board President, started 1/1/22, non-profit entity that represents children in family court who have suffered abuse, neglect, or live in homes with drug and alcohol abuse, not investment related, 1-5 hours per month./// 4) Treasurer; Stephanie Dietz, running for KY State Representative; NOT Investment Related: Start Date 2/1/2022; Approximately 1-5 hrs. per month; No Compensation./// 5) Treasurer; Prestwicke/Canterbury Homeowners Association, Inc.; PO Box 175826, Edgewood, KY 41017; NOT Investment Related; Start Date 1/1/2022; Approximately 1-5 hrs. per month; No Compensation.///
CRS (Client Relationship Summary) - RIA
Click below to view Andrew M Von Lehman'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
July 22, 2011 - Present
VALMARK ADVISERS, INC.
Office #1: 250 Grandview Drive, Suite 475, Fort Mitchell, KY 41017RIA
CRD#: 108050
Fort Mitchell, KY
Current
March 14, 2011 - Present
VALMARK SECURITIES, INC.
Office #1: 250 Grandview Drive, Ste. 475, Fort Mitchell, KY 41017BD
CRD#: 31243
Fort Mitchell, KY
Past
May 1, 2015 - November 14, 2018
BROADVIEW FINANCIAL ADVISORS, LLC
RIA
CRD#: 173828
CINCINNATI, OH
Past
August 7, 2012 - March 26, 2014
FOCUS ON SUCCESS, LLC
RIA
CRD#: 129739
FT. MITCHELL, KY
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
IAR
California(11/19/2014)
RR
Florida(9/21/2020)
RR
Indiana(6/20/2011)
IAR
Indiana(7/22/2011)
RR
Kentucky(6/20/2011)
IAR
Kentucky(7/22/2011)
IAR
Louisiana(11/24/2020)
IAR
Michigan(5/11/2012)
RR
Michigan(3/6/2023)
RR
Montana(2/16/2023)
IAR
North Carolina(7/23/2020)
RR
Ohio(3/14/2011)
IAR
Ohio(7/25/2011)
IAR
Rhode Island(12/20/2021)
IAR
South Carolina(9/17/2021)
RR
South Carolina(9/19/2023)
IAR
West Virginia(2/27/2023)
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.
