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 N Miller Rd, Akron, OH, 44333
Get directionsRegulatory History
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 Activities
Frank is involved in several business activities, including Family Bus.Services, LLC (consulting), W3 Global Accounting, LLC (public accounting), W3 Wealth Advisors LLC (investment advisory), Stonehedge Enterprises, Inc. (bowling center), Bevilacqua Recreational Inv., W3 Wealth Management LLC (investment advisory), Akron Zoo (board member), Portage Country Club (board member), University of Akron (foundation board member), and Crescendo Real Estate Holdings LLC (commercial real estate rental). None of these activities appear to involve the sale of insurance products.