Ian Jeffrey Imbody
Investment adviser representative at Valmark Advisers, Inc.
11 yearsExperience
1 stateRegistered in
$10.2BFirm assets
28 yearsFirm in business
Are you Ian Jeffrey Imbody? Claim your profile
Contact this firm
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.Jan 2025 to now
- Valmark Securities, Inc.Aug 2024 to now
- Velekei Giles Financial AdvisorsJul 2024 to now
- Sei InvestmentsJul 2023 to Jun 2024
- Dick's Sporting GoodsOct 2022 to Apr 2023
- Stone FinancialMay 2022 to Aug 2022
- Valvoline IncAug 2020 to May 2022
- Penn State BerksAug 2019 to May 2023
- South Heidelberg TownshipNov 2018 to Dec 2019
- Galen Hall Golf CourseApr 2017 to May 2019
- Conrad Weiser High SchoolAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7947055
- Firm CRD
- 108050