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, Montrose, 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.
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Laura is an investment committee member for In His Steps Foundation, a non-profit endowment foundation, since 2022. She is also a financial advisor at W3 Wealth Advisors since 2021 and the treasurer for Norton Baptist Church since February 2024, dedicating a few hours per week to the church.