Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Steve Vonschriltz receives commissions from Valmark Securities Inc. for securities sales and advisory fees from Valmark Advisers, Inc. for advisory work. He also receives insurance commissions from Executive Insurance Agency, Inc. These are separate from fees earned for work with W3 Wealth Advisors LLC.
Areas of Practice
Advisor Information
Office location
90 North Miller Road, Akron, OH, 44333
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Shelby is a partner/owner in W3 Wealth Management, LLC and W3 Global, LLC, both financial services companies, and owns 50% of Crescendo Capital, LLC. Shelby also receives insurance commissions and sells disability insurance, dedicating minimal time to the latter.