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
890 Proprietors Rd., Worthington, OH, 43085
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven works as an assistant coach at the Upper Arlington Swim Club, dedicating a few hours per week. He also works as a financial advisor/IAR for W3 Wealth Advisors, taking about a quarter of his time.