Whitefrog – ID Wealth

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ID Wealth is a multi-disciplinary wealth management firm that offers a team approach to meet the needs of their clients.

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Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 ID Wealth is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.

Danny Holladay is licensed to sell insurance products in CO. He is registered to offer securities in the following jurisdictions AZ, CO, KS & VA. Domiciled in CO. Ian Ahrendsen is licensed to sell insurance products in AZ, CO, FL, KS, MD, MO, NM, NY, TX . Domiciled in CO. We can neither communicate with nor respond to requests from prospective clients who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.

Valmark Customer Relationship Summary (Form CRS)