Career
Caleb Callahan has been EVP, Chief Operating Officer of Valmark Advisers since August 2015. Caleb Callahan is a control person of the firm and directly owns under 5% of it. Caleb Callahan studied at BSBA in Finance and a minor in Economics from the University of Akron.
Valmark Advisers Inc is an Akron, OH firm with $10.2B under management, 14,890 clients and 280 advisers across 157 offices, as of its June 2026 filing.
Caleb Callahan oversees Valmark Financial Group’s business operations as President and Chief Operating Officer.
- Valmark Advisers, Inc.Current– present · 18 yearsakron, OH · Adviser representative · Firm CRD 108050
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Ohio | Approved | 29 November 2007 |
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 1 November 2006 |
| Series 24 | General Securities Principal Examination | 14 June 2006 |
| Series 7 | General Securities Representative Examination | 29 August 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Caleb Jonathan Callahan
- CRD
- 5011454
- Office
- 130 springside dr # 300, akron, OH 44333
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Caleb Callahan work?
Caleb Callahan has been EVP, Chief Operating Officer of Valmark Advisers Inc since August 2015, and is a control person of the firm.
Is Caleb Callahan a financial advisor?
Yes. Caleb Callahan has a current investment-adviser registration in Ohio, through Valmark Advisers since November 2007.
How many years of experience does Caleb Callahan have?
Caleb Callahan has 21 years in the financial industry, since August 2005, across 1 adviser firm.
What exams has Caleb Callahan passed?
Caleb Callahan has passed 3 licensing exams: the Series 7, Series 24 and Series 66. The earliest, the Series 7, was passed in August 2005. FINRA credited Caleb Callahan with the SIE, which began in October 2018.
Where is Caleb Callahan based?
Caleb Callahan’s registered office is in akron, OH.