Mark Joseph Miller
Investment adviser representative at Valmark Advisers, Inc.
23 yearsExperience
21 statesRegistered in
CFP® certificationDesignation
$10.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- W3 Wealth Advisors, LLCJan 2026 to now
- W3 Wealth ManagementJan 2026 to now
- Valmark Advisers, Inc.Dec 2003 to now
- Valmark Securities, Inc.Dec 2003 to now
- Focus On Success, LLCDec 2003 to Jan 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 21 states (CA, CO, FL, GA, IL, IN, KY, MA, MI, MN, NC, NE, NJ, NV, NY, OH, PA, SC, TX, VT, WV).
Valmark Advisers, Inc.
Legal name: Valmark Advisers Inc
$10.2BAssets managed
14,890Clients
265Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4269766
- Firm CRD
- 108050