KR
Kyle J. Redmond
VALMARK ADVISERS
Cincinnati, OH 45242
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CRD#: 6709729
KR
Professional summary
Kyle James Redmond is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Cincinnati, Ohio and VALMARK SECURITIES, INC. located in Cincinnati, Ohio.
Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Kyle has worked at 3 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. NAME OF OTHER BUSINESS: LANG FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES POSITION/TITLE/RELATIONSHIP: REGISTERED ADMINISTRATIVE ASSISTANT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: REGISTERED ADMINISTRATIVE ASSISTANT./// 2. NAME OF OTHER BUSINESS: CINCY SC; INVESTMENT RELATED: NO; ADDRESS: 3801 Indian View Ave, CINCINNATI, OH 45227; NATURE OF BUSINESS: SOCCER COACHING; START DATE: 08/2018; POSITION/TITLE/RELATIONSHIP: Head Coach; APX NUMBER OF HOURS PER WEEK: 15; BRIEF DESCRIPTION OF DUTIES: SOCCER COACHING;1099 Income/Independent Contractor./// 3) Disability Insurance Sales; Advisor; NOT Investment Related; Start Date 7/26/2023; Approximately 1-5 hrs. per month; Paid as the agent on the sold disability policies.///
CRS (Client Relationship Summary) - RIA
Click below to view Kyle James Redmond'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 17, 2020 - Present
VALMARK ADVISERS, INC.
Office #1: 4225 Malsbary Rd. Ste. 100, Cincinnati, OH 45242RIA
CRD#: 108050
Cincinnati, OH
Current
July 16, 2020 - Present
VALMARK SECURITIES, INC.
Office #1: 4225 Malsbary Road Suite 100, Cincinnati, OH 45242BD
CRD#: 31243
Cincinnati, OH
Past
December 5, 2017 - July 23, 2020
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
CINCINNATI, OH
Past
March 28, 2017 - July 23, 2020
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
CINCINNATI, 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
IAR
California(4/22/2021)
RR
Colorado(10/30/2023)
IAR
Florida(12/6/2022)
IAR
Illinois(2/23/2022)
RR
Indiana(1/28/2021)
IAR
Kentucky(7/21/2020)
RR
Kentucky(1/4/2021)
IAR
Michigan(4/13/2022)
RR
Nevada(10/23/2025)
RR
Ohio(7/16/2020)
IAR
Ohio(7/20/2020)
IAR
Oregon(5/9/2023)
IAR
Pennsylvania(2/24/2021)
RR
South Dakota(2/3/2023)
IAR
South Dakota(4/6/2023)
IAR
Texas(4/28/2021)
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VALMARK ADVISERS, INC.
CRD#: 108050Cincinnati, OH 45242TRUST BUT VERIFY
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