Raymond Heizer, jr.
Investment adviser representative at Valmark Advisers, Inc.
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Valmark Advisers, Inc.Jan 2024 to now
- Touchpoint Wealth PartnersMar 2021 to now
- N/aAug 2020 to Feb 2021
- Financial Planning AssociationJun 2020 to Jul 2020
- Raising Cane's Chicken FingersMay 2018 to Jul 2018
- The Ohio State University - University Dining ServicesMar 2017 to Mar 2020
- N/aAug 2016 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7336088
- Firm CRD
- 108050