AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
AH

Austin Hussey

VALMARK SECURITIES
Fort Mitchell, KY 41017
Some features on this profile are disabled
CRD#: 7309730
AH

Professional summary

Austin Hussey, who also goes by Austin Tyler Hussey, Austin Hussey, is a registered financial professional currently at VALMARK SECURITIES, INC. located in Fort Mitchell, Kentucky.

Austin is registered as a RR (Registered Representative) and started their career in finance in 2021. Austin has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Austin Tyler Hussey | Austin Hussey

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Austin Hussey'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

January 24, 2025 - Present

VALMARK SECURITIES, INC.

Office #1: 211 Grandview Drive, Suite 235, Fort Mitchell, KY 41017
BD
CRD#: 31243
Fort Mitchell, KY
Past

January 26, 2026 - March 25, 2026

W3 WEALTH ADVISORS, LLC

RIA
CRD#: 129549
FT Mitchell, KY
Past

February 25, 2021 - January 6, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
COVINGTON, KY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Kentucky
(1/24/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/26/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/22/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/25/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/18/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

VS
VALMARK SECURITIES, INC.
VALMARK SECURITIES, INC.

CRD#: 31243 / SEC#: , 8-45463

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
130 Springside Drive Suite 300, Akron, OH 44333-2431
Mailing Address
130 Springside Drive Suite 300, Akron, OH 44333-2431
Phone number
(800) 765-5201
Established
Ohio since 12/08/1992
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
VALMARK INVESTMENTS, LLCSHAREHOLDER
CALLAHAN, CALEB JONATHANEVP, CHIEF OPERATING OFFICER5011454
KOZENKO, ELIZABETH ERINFINOP6218110
RYBKA, LAWRENCE JOSEPHPRESIDENT, CEO1661511
WILBURN, DOUGLAS FREDERICKCHIEF COMPLIANCE OFFICER/GENERAL COUNSEL1407686

Disclosures

Regulatory Event4

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.

Company Information

VALMARK SECURITIES, INC.

CRD#: 31243Fort Mitchell, KY 41017

TRUST BUT VERIFY

Monitor Austin Hussey

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

MM
Michael MccueAdvisorCheck Check Mark
SOUND INCOME STRATEGIES, LLC
IAR
Staunton, VA
Larry Robert Frank
Larry FrankAdvisorCheck Check Mark
BETTER FINANCIAL EDUCATION
PR
ROCKLIN, CA
FC
Flavia CardozoAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
IAR
RR
Naperville, IL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.