Articles Tagged with Valmark Securities

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According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Benjamin Julianel (Julianel), currently associated with Valmark Securities, INC., has at least one disclosable event. These events include one customer complaint, alleging that Julianel recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint with a damage request of $5,000.00 on July 18, 2022.

Client alleges rep fully liquidated his account on 6/21/2022 in direct contravention to his directives

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According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Grason Lanz (Lanz), previously associated with Valmark Securities, INC., has at least one disclosable event. These events include one customer complaint, alleging that Lanz recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint with a damage request of $5,000.00 on October 14, 2022.

Client alleges rep fully liquidated his account on 6/21/2022 in direct contravention to his directives.

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According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Timothy Roark (Roark), previously associated with Valmark Securities, INC., has at least one disclosable event. These events include one customer complaint, alleging that Roark recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $1,000,000.00 on June 15, 2025.

The complaint alleges that Koss Olinger acted as an investment advisor to [REDACTED] and her trust from 2008 through 2025. Mr. Olinger II is named as a Control Defendant associated with Koss Olinger. A series of investments and loan guarantees made by [REDACTED] during this time are the sources of the allegations.

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According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Brian Watson (Watson), previously associated with Valmark Securities, INC., has at least one disclosable event. These events include one customer complaint, alleging that Watson recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $1,000,000.00 on June 15, 2025.

The complaint alleges that Koss Olinger acted as an investment advisor to [REDACTED] and her trust from 2008 through 2025. Brian E. Watson is named as a Control Defendant associated with Koss Olinger. A series of investments and loan guarantees made by [REDACTED] during this time are the sources of the allegations.

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According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker William Olinger (Olinger), previously associated with Valmark Securities, INC., has at least one disclosable event. These events include one customer complaint, alleging that Olinger recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $1,000,000.00 on June 15, 2025.

The complaint alleges that Will Olinger and Koss Olinger acted as an investment advisor to [REDACTED] and her trust from 2008 through 2025, and a series of investments and loan guarantees made by [REDACTED] during this time are the sources of the allegations.

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According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Kirk Klein (Klein), previously associated with Valmark Securities, INC., has at least one disclosable event. These events include one customer complaint, alleging that Klein recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $1,000,000.00 on June 15, 2025.

The complaint alleges that Koss Olinger acted as an investment advisor to [REDACTED] and her trust from 2008 through 2025. Kirk Edward Klein is named as a Control Defendant associated with Koss Olinger. A series of investments and loan guarantees made by [REDACTED] during this time are the sources of the allegations.

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According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker William Olinger (Olinger), previously associated with Valmark Securities, INC., has at least one disclosable event. These events include one customer complaint, alleging that Olinger recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $1,000,000.00 on June 15, 2025.

The complaint alleges that Koss Olinger acted as an investment advisor to [REDACTED] and her trust from 2008 through 2025. William David Olinger II is named as a Control Defendant associated with Koss Olinger. A series of investments and loan guarantees made by [REDACTED] during this time are the sources of the allegations.

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According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Robert Eberhard (Eberhard), previously associated with Valmark Securities, INC., has at least one disclosable event. These events include one customer complaint, alleging that Eberhard recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $100,000,000.00 on June 03, 2025.

Breach of Fiduciary Duty, Negligent Misrepresentation, Gross Negligence, and Unjust Enrichment

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According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Eduardo Mordujovich (Mordujovich), previously associated with Valmark Securities, INC., has at least one disclosable event. These events include one customer complaint, alleging that Mordujovich recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $100,000,000.00 on June 03, 2025.

Breach of Fiduciary Duty, Negligent Misrepresentation, Gross Negligence, and Unjust Enrichment

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According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Jennifer Breton (Breton), currently associated with Valmark Securities, INC., has at least one disclosable event. These events include one customer complaint, alleging that Breton recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint with a damage request of $45,166.00 on March 05, 2024.

The client expressed dissatisfaction with receiving a lower-than-expected monthly payment from a Single Premium Immediate Annuity. The client alleged they were misled regarding the impact of a paperwork delay on their ultimate monthly payment. The client requested they receive the originally-quoted monthly amount.

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