Laura Steffey Moss
Investment Adviser Representative at Valmark Advisers, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Laura Steffey Moss is an investment adviser representative with Valmark Advisers, Inc. in Akron, OH, where they have been registered since 2022. They have worked in the securities industry since 2008 and have been registered with 6 firms, including Sikich Financial and Oneascent Financial Services LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 31 (managed futures). They are registered to provide investment advice in 30 states.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Alabama, Alaska, Arizona, California, Colorado, District of Columbia, Florida, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maine, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Mexico, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Virginia, Washington, Wisconsin
- Broker:
2 states and territories
Florida, Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Robert W. Baird & Co.Jan 2009 – Dec 2016Akron, OH
- Beacon Wealth Consultants Inc.Jul 2017 – Sep 2017Roanoke, VA
- Full time educationMar 2017 – Jul 2017Copley, OH
- Action DevelopmentDec 2016 – Mar 2017Copley, OH
- Oneascent Financial Services LLCSep 2017 – Nov 2019Maumee, OH
- Sikich Capital ManagementNov 2019 – Oct 2021Akron, OH
- W3 Financial GroupOct 2021 – no end date reportedAkron, OH
- Valmark Securities, IncNov 2021 – no end date reportedAkron, OH
- Valmark Advisers, IncJan 2022 – no end date reportedAkron, OH
- W3 Wealth Advisors, LLCJan 2022 – no end date reportedAkron, OH
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Valmark Advisers, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $50,000 (waivable)
- Less than $1,000,0001.95%
- $1,000,001 to $2,000,0001.75%
- $2,000,001 and above1.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 291
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Akron, OH
- SEC file number:
- 801-55564
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 1, 2026
View full firm profileOther advisors at Valmark Advisers, Inc.
Showing 12 of 291 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Laura Steffey Moss has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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