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  •  Tel: 517-978-8000
  •  Toll Free: 1-844-567-8853
  •  Fax: 517-978-8003

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  2. Caleb Nitz

Caleb Nitz

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Caleb Nitz
CFP®

 

Caleb Nitz is the Vice President of Business Development for our partner, Valmark Financial Group. His primary responsibility includes developing and coordinating strategic plans to successfully transition a new member firm to Valmark. He also works to develop business with existing Member Firms, and acts as a relationship manager with leadership of product manufacturers.  Previously, Mr. Nitz led Valmark’s Insurance Marketing team, enhancing Member Firm services and delivering on key insurance offerings such as Life Assurance 360™. Mr. Nitz earned his BSBA in Finance and Financial Planning, with a Minor in Business Entrepreneurship, from The University of Akron, graduating Magna Cum Laude. He is also a graduate of the Focus Leadership Institute and a member of the Association of Advanced Life Underwriting (AALU). Mr. Nitz also holds Series 7, 24 and 66 registrations, Ohio Life, Health and Variable Insurance licenses, and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.  

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140 East Ash Street Mason,
MI 48854
  •  Tel: 517-978-8000
  •  Toll Free: 1-844-567-8853
  •  Fax: 517-978-8003

Securites Offered Through ValMark Securities, Inc.  Member FINRA, SIPC. Investment Advisory Services Offered Through ValMark Advisers, Inc. a SEC Registered Investment Advisor. Oracle Financial Solutions is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.

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