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
1991 Crocker Road, #600, Westlake, OH, 44145
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.
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Kathleen is on the advisory board for Hugs and Hope Foundation, a non-profit, dedicating minimal time. She is also a Principal at W3 Wealth Management LLC, spending about a quarter of her time on wealth management and financial planning, and a finance committee member at Westwood Country Club, spending minimal time.