VP Accounting & Finance · Valmark Advisers, Inc.
Elizabeth E. Kozenko
CRD 6218110 · 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 Elizabeth E. Kozenko on its Form ADV as VP Accounting & Finance, a control person.
Firms and roles
- Valmark Advisers, Inc.VP Accounting & FinanceWealth manager · Akron, OH · $10B in regulatory assets
AtlasMembers
Elizabeth’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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.
- Caleb J. CallahanEVP, Chief Operating Officer, 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 Elizabeth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.