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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

VALMARK RETIREMENT ADVISERS, LLC

CRD 284914

AKRON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:89b115de-39a6-2c35-ca1b-07689da96d81

Data as of Feb 18, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 3
On other graphs: 0
Observed: Nov 30, 2016 to Feb 18, 2022
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0Item 5.F on the latest filing (2022-02-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 227
Advisory employees: 227
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 0
Individual clients: 0
High net worth clients: 0
SEC number: 801-108775
CRD: 284914
Filings on the tape: 10
First filed: Nov 30, 2016
Latest filed: Feb 18, 2022
Organised: Limited Liability Company, Ohio

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CALLAHAN, CALEB, JONATHAN	EVP, CHIEF OPERATING OFFICER	Na	yes	08/2015	Nov 30, 2016	Feb 18, 2022
EXECUTIVE INSURANCE AGENCY, INC.	Member	E	yes	02/2000	Nov 30, 2016	Feb 18, 2022
KOZENKO, ELIZABETH, ERIN	VP FINANCE & ACCOUNTING	Na	yes	03/2018	Mar 28, 2018	Feb 18, 2022
MCCLARY, MICHAEL, ANDREW	CHIEF INVESTMENT OFFICER	Na	yes	08/2015	Nov 30, 2016	Feb 18, 2022
RYBKA, LAWRENCE, JOSEPH	Manager	C	yes	06/2000	Nov 30, 2016	Feb 18, 2022
RYBKA, LAWRENCE, JOSEPH	PRESIDENT, MANAGER	Na	yes	08/2015	Nov 30, 2016	Feb 18, 2022
VALMARK INVESTMENTS, LLC	Member	E	yes	08/2015	Nov 30, 2016	Feb 18, 2022
WILBURN, DOUGLAS, FREDERICK	CHIEF COMPLIANCE OFFICER	Na	yes	08/2015	Nov 30, 2016	Feb 18, 2022
VALMARK FINANCIAL GROUP, LLC (FKA - VALMARK INSURANCE AGENCY, LLC)	Shareholder	E	no	06/2000	Nov 30, 2016	Feb 18, 2022

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
VALMARK ADVISERS INC	n/a	Bd affiliated wealth	$10B	N	yes	n/a
EXECUTIVE INSURANCE AGENCY, INC.	n/a	n/a	n/a	N	yes	n/a
VALMARK SECURITIES, INC.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Feb 18, 2022	$0	$0	227	227	0	n/a	n/a
2020	Mar 26, 2021	$0	$0	227	227	0	n/a	n/a
2019	Mar 18, 2020	n/a	n/a	260	260	0	n/a	n/a
2018	Mar 21, 2019	n/a	n/a	260	260	0	n/a	n/a
2017	Mar 28, 2018	$0	$0	260	260	0	n/a	n/a
2016	Mar 30, 2017	$0	$0	260	260	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$0	$0	n/a	n/a	n/a	227	227	0	0

Relationships

Affiliated with (1)

→ VALMARK ADVISERS, INC.Registered adviserother investment adviser, common control
factForm ADV

Controls (7)

← WILBURN, DOUGLAS, FREDERICKOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 30, 2016 to presentfactForm ADV
← RYBKA, LAWRENCE, JOSEPHOwnerMANAGER, ownership code C, individual
Nov 30, 2016 to presentfactForm ADV
← MCCLARY, MICHAEL, ANDREWOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Nov 30, 2016 to presentfactForm ADV
← CALLAHAN, CALEB, JONATHANOwnerEVP, CHIEF OPERATING OFFICER, ownership code NA, individual
Nov 30, 2016 to presentfactForm ADV
← KOZENKO, ELIZABETH, ERINOwnerVP FINANCE & ACCOUNTING, ownership code NA, individual
Mar 28, 2018 to presentfactForm ADV
← EXECUTIVE INSURANCE AGENCY, INC.OwnerMEMBER, ownership code E, domestic entity
Nov 30, 2016 to presentfactForm ADV
← VALMARK INVESTMENTS, LLCOwnerMEMBER, ownership code E, domestic entity
Nov 30, 2016 to presentfactForm ADV

Owns (1)

← VALMARK FINANCIAL GROUP, LLC (FKA - VALMARK INSURANCE AGENCY, LLC)OwnerSHAREHOLDER, ownership code E, domestic entity
Nov 30, 2016 to presentfactForm ADV

Registered with (2)

← DOUGLAS FREDERICK WILBURNAdvisorregistration: previous registration
Jan 5, 2017 to Oct 5, 2022factForm ADV
← LAWRENCE JOSEPH RYBKAAdvisorregistration: previous registration
Jan 5, 2017 to Oct 5, 2022factForm ADV

Dated events

Occurred
Oct 5, 2022
Advisor departed, no destination yet
Douglas Frederick Wilburn no longer registered at Valmark Retirement Advisers, Llc; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Oct 5, 2022
Advisor departed, no destination yet
Lawrence Joseph Rybka no longer registered at Valmark Retirement Advisers, Llc; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Nov 30, 2016
First Form ADV filing
Valmark Retirement Advisers, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:89b115de-39a6-2c35-ca1b-07689da96d81
First observed: Nov 30, 2016
Last observed: Feb 18, 2022 55 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

VALMARK RETIREMENT ADVISERS, LLC

CRD 284914

AKRON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:89b115de-39a6-2c35-ca1b-07689da96d81

Data as of Feb 18, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:21 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CALLAHAN, CALEB, JONATHAN

EVP, CHIEF OPERATING OFFICER

yes

08/2015

Nov 30, 2016

Feb 18, 2022

EXECUTIVE INSURANCE AGENCY, INC.

Member

yes

02/2000

Nov 30, 2016

Feb 18, 2022

KOZENKO, ELIZABETH, ERIN

VP FINANCE & ACCOUNTING

yes

03/2018

Mar 28, 2018

Feb 18, 2022

MCCLARY, MICHAEL, ANDREW

CHIEF INVESTMENT OFFICER

yes

08/2015

Nov 30, 2016

Feb 18, 2022

RYBKA, LAWRENCE, JOSEPH

Manager

yes

06/2000

Nov 30, 2016

Feb 18, 2022

RYBKA, LAWRENCE, JOSEPH

PRESIDENT, MANAGER

yes

08/2015

Nov 30, 2016

Feb 18, 2022

VALMARK INVESTMENTS, LLC

Member

yes

08/2015

Nov 30, 2016

Feb 18, 2022

WILBURN, DOUGLAS, FREDERICK

CHIEF COMPLIANCE OFFICER

yes

08/2015

Nov 30, 2016

Feb 18, 2022

VALMARK FINANCIAL GROUP, LLC (FKA - VALMARK INSURANCE AGENCY, LLC)

Shareholder

06/2000

Nov 30, 2016

Feb 18, 2022

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

VALMARK ADVISERS INC

n/a

Bd affiliated wealth

$10B

yes

n/a

EXECUTIVE INSURANCE AGENCY, INC.

n/a

yes

n/a

VALMARK SECURITIES, INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Feb 18, 2022

227

n/a

2020

Mar 26, 2021

227

n/a

2019

Mar 18, 2020

n/a

260

n/a

2018

Mar 21, 2019

n/a

260

n/a

2017

Mar 28, 2018

260

n/a

2016

Mar 30, 2017

260

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

n/a

227