FINRA

Jun 30, 2025

Company Disclosures

Valmark Form CRS
(Client Relationship Summary)

Colton Groome Insurance Advisors
1127-B Hendersonville Rd.
Asheville, NC 28803

111 South Hamilton Street, Suite 34
Madison, WI 53703

Tel - (828) 252-1816
insuranceservices@coltongroome.com

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC. (CFP BOARD) OWNS THE CERTIFICATION MARKS CFP®, AND CERTIFIED FINANCIAL PLANNER™, IN THE U.S., WHICH IT AUTHORIZES USE OF BY INDIVIDUALS WHO SUCCESSFULLY COMPLETE CFP BOARD’S INITIAL AND ONGOING CERTIFICATION REQUIREMENTS.

THIS TESTIMONIAL WAS PROVIDED BY CURRENT CLIENT. THE CLIENT WAS NOT COMPENSATED, NOR ARE THEIR MATERIAL CONFLICTS OF INTEREST THAT WOULD AFFECT THE GIVEN TESTIMONY. THE TESTIMONY MAY NOT BE REPRESENTATIVE OF THE EXPERIENCE OF OTHER CURRENT CLIENTS AND DOES NOT PROVIDE A GUARANTEE OF FUTURE PERFORMANCE SUCCESS OR SIMILAR SERVICES.

SECURITIES OFFERED THROUGH VALMARK SECURITIES, INC. MEMBER FINRA, SIPC. 130 SPRINGSIDE DRIVE, SUITE 300, AKRON, OHIO 44333-2431, 1-800-765-5201. COLTON GROOME INSURANCE ADVISORS IS A SEPARATE ENTITY FROM VALMARK SECURITIES, INC.