Ian
Imbody
Valmark Advisers, Inc
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About this Advisor
Ian Imbody is a financial advisor based in Reading, Pennsylvania, working with Valmark Advisers, Inc. Ian has previously held positions at Galen Hall Golf Course, South Heidelberg Township, Valvoline Inc, Stone Financial, Dick'S Sporting Goods, Sei Investments, Velekei Giles Financial Advisors, Conrad Weiser High School, Penn State Berks, Valmark Securities, Inc, and Valmark Advisers, Inc. Ian has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Ian is part of Valmark Advisers, Inc, which operates out of Reading, Pennsylvania. The firm has 156 offices and 275 employees. The firm manages assets totaling $8.4 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Valmark Advisers, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Valmark Advisers, Inc Brokerage Details
$8,379,181,235
275
19,096
$438,792
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Ian Imbody Work History
Valmark Advisers, Inc
Velekei Giles Financial Advisors
Valmark Securities, Inc
Sei Investments
Stone Financial
Dick'S Sporting Goods
Valvoline Inc
Penn State Berks
South Heidelberg Township
Galen Hall Golf Course
Conrad Weiser High School
Disclosures
Please visit the SEC profile of Ian Imbody to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Valmark Advisers, Inc
Grand Rapids, MI
Reading, PA
Madison, WI
Chicago, IL
Akron, OH
Falmouth, ME
San Francisco, CA
Cincinnati, OH
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