Andrew Ryan Meeder

Valmark Advisers, INC.

8 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Valmark Advisers, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

271 advisors

Number of Clients

13,685 clients

Average Client Portfolio

$612K average

Assets Under Management

$8.4B

Fee Structure

Financial Planning:Investment management only

Location

Lake Worth, FL

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Andrew works as a Client Services Coordinator for Demboski & Chapman Financial and Insurance Solutions since 2021. This activity is investment related.