William Tropp
Investment Adviser Representative at Valmark Advisers, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
William Tropp is an investment adviser representative with Valmark Advisers, Inc. in Akron, OH, where they have been registered since 2025, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Ohio.
Office
Advisors at this office: 11
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio
- Broker:
1 state or territory
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.
- Heinen'sDec 2019 – Feb 2020Bainbridge, OH
- Canterbury Golf ClubMay 2021 – Aug 2021Beachwood, OH
- Canterbury Golf ClubApr 2022 – Aug 2022Beachwood, OH
- University of DaytonAug 2021 – Jan 2022Dayton, OH
- Cuyahoga Community CollegeJan 2022 – May 2022Beachwood, OH
- Baldwin Wallace UniversityAug 2022 – Dec 2024Berea, OH
- Demming Financial Services CorporationMay 2023 – Aug 2023Aurora, OH
- Valmark Financial GroupMay 2024 – Dec 2024Fairlawn, OH
- Valmark Financial GroupJan 2025 – no end date reportedFairlawn, OH
- Chagrin Falls High SchoolAug 2017 – Jun 2021Chagrin Falls, OH
- Chagrin Falls Middle SchoolAug 2015 – Jun 2017Chagrin Falls, 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. William Tropp 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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