EVP, Chief Operating Officer · Valmark Advisers, Inc.
Caleb J. Callahan
CRD 5011454 · Named on Form ADV at one SEC-registered adviser
At a glance
Valmark Advisers, Inc., an SEC-registered wealth manager based in Akron, OH with $10.2 billion in regulatory assets, lists Caleb J. Callahan on its Form ADV as EVP, Chief Operating Officer, a control person.
Firms and roles
- Valmark Advisers, Inc.EVP, Chief Operating OfficerWealth manager · Akron, OH · $10B in regulatory assets
AtlasMembers
Caleb’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Lawrence J. RybkaPresident, Director, Valmark Advisers, Inc.
- Michael A. McClaryChief Investment Officer, Valmark Advisers, Inc.
- Douglas F. WilburnChief Compliance Officer/chief Legal Officer, Valmark Advisers, Inc.
- Elizabeth E. KozenkoVP Accounting & Finance, Valmark Advisers, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Caleb’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.