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Kyle James Redmond

Investment adviser representative at Valmark Advisers, Inc.
10 yearsExperience
11 statesRegistered in
$10.2BFirm assets
28 yearsFirm in business

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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

10 years in the industry.

  1. Valmark Advisers, Inc.Jul 2020 to now
  2. Valmark Securities, Inc.Jul 2020 to now
  3. Lang Financial GroupJul 2016 to now
  4. Cetera Advisors Networks, LLCMar 2017 to Jul 2020

Exams passed

  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 11 states (CA, FL, IL, KY, MI, OH, OR, PA, SC, SD, TX).

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
6709729
Firm CRD
108050
Advisor's SEC record (opens in a new tab)
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