The Team

Judson Forner, CFP®, CRPC

Judson Forner, CFP®, CRPC

Judson Forner is the Vice President of Investment Marketing for our partner, ValMark Financial Group.  In his role, he is responsible for all annuity product lines including research, case analysis and design, product recommendations, and advanced sales concepts. In addition to his FINRA series 6, 7, 24, 53 and 66 securities licenses, Mr. Forner is also a Certified Financial Planner and a Chartered Retirement Planning Counselor.

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, OH  44333-2431. 1-800-765-5201.  Harvest Wealth Advisors is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.

See our current Customer Relationship Summary (CRS) here: Form CRS Link

 

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