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

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  2. Chris Finefrock

Chris Finefrock

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Chris Finefrock
MBA, CFP®

 

Chris Finefrock is the Senior Vice President of  Financial Planning and Investments for our partner, Valmark Financial Group. In his role, he oversees and is a resource for the team responsible for all aspects of design and implementation of various brokerage, insurance and advisory solutions intended to assist investors with risk management and reaching their accumulation and/or distribution goals. He also oversees the practice management and financial technology area which assesses third-party vendor technology and assists Member Firms in the selection and implementation of processes within their practice. Lastly, he oversees the investment operations division including data processing, books and records retention, principal review and custodial platform relationships. In addition to his  Series 7, 24 and 66  registrations and his Ohio Life, Health and Variable licenses, Mr. Finefrock holds a BSBA in Financial Services and an MBA in Finance from the University of Akron. He is also 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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