Olivia M Groves
Investment adviser representative at Valmark Advisers, Inc.
11 yearsExperience
8 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
11 years in the industry.
- Valmark Advisers, Inc.Nov 2021 to now
- Spearman Financial ServicesAug 2021 to now
- Valmark Securities, Inc.Aug 2021 to now
- University of Notre DameJun 2020 to Aug 2021
- Novogradac and Co.Jan 2019 to Apr 2019
- Francescas BotiqueFeb 2017 to May 2019
- John Carroll UniversityJun 2016 to Jun 2020
- RoostersApr 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 8 states (FL, KS, KY, MN, NC, OH, PA, SC).
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
- 7257591
- Firm CRD
- 108050