Joseph Glenn Larson
Investment adviser representative at Valmark Advisers, Inc.
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Valmark Advisers, Inc.Feb 2025 to now
- Valmark Securities, Inc.Feb 2025 to now
- U.S. Army National GuardMar 2019 to now
- LPL Financial LLCJul 2023 to Feb 2025
- AmazonNov 2022 to Jan 2023
- Northwestern MutualJan 2022 to May 2022
- HisworkmanshipApr 2021 to Jun 2023
- Archers TavernOct 2017 to Aug 2019
- Centerville High SchoolAug 2014 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7457474
- Firm CRD
- 108050