Schwendeman Agency INC
Based on public information · Profile not yet claimedIndependent agency
Offices: Marietta & Akron · OhioSchwendeman Agency INC is an independent insurance agency licensed in Marietta, OH. Its website lists offices in Marietta, Akron. Lines listed: Employee Benefits, Personal Insurance, Business Insurance, Life and Disability, Medicare. Founding or history: Founded more than 90 years ago. Agency Match assessments based on public information: Business Partnerships high; Looking to Buy low. 22 publicly sourced facts with links.
How we determined the info on this profile
- License record: taken from the state license roster.
- Offices: based on offices listed on the agency's website. More than one office can count toward the Looking to Buy score.
- Lines of business: based on text on the agency's website. They can count toward the Strategic Partnership score.
- Leadership: based on text on the agency's website. It can count toward the Mentorship & Peer Connection score.
- Carrier partnerships: based on carriers named on the agency's website.
- Looking to Buy: scored from documented acquisitions, growth and offices on the public record.
- Open to Selling: not enough public facts for a score.
- Mentorship & Peer Connections: not enough public facts for a score.
- Business Partnerships: scored from specialties, markets and carriers published on the agency's website.
Research
Detailed profile
Geography
2 documented offices
Ownership events
None documented
Ownership
Not confirmed
Agency Match assessments
Agency Match uses public information and a proprietary scoring model to identify possible business opportunities. Ratings indicate potential, not confirmed interest, unless explicitly noted.
Looking to Buy
Low · 30Public signs the agency buys or absorbs other agencies: past acquisitions, growth by acquisition, added offices and the depth to integrate a book.
Agency Match score: 30/100 · Medium confidence: 3+ public facts
Why: Two or more documented offices; serves more than one state or a wide region; public history of 15+ years in business or in the industry
- Two or more documented offices · 109 Putnam Street, Marietta, OH 45750schwendeman.com
- Serves more than one state or a wide region · Ohio and West Virginiaschwendeman.com
- Public history of 15+ years in business or in the industry · 1929schwendeman.com
What this rating was based on (3 factors)
Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.
- Two or more documented offices+15 pts
- 109 Putnam Street, Marietta, OH 45750schwendeman.com
- 130 Springside Drive, Suite 300, Akron, OH 44333schwendeman.com
- Serves more than one state or a wide region (supporting)+10 pts
- Ohio and West Virginiaschwendeman.com
- Public history of 15+ years in business or in the industry (supporting)+5 pts
- 1929schwendeman.com
Total: 30 points → Agency Match score 30/100, rated Low (High at 60+, Medium at 35+).
Confidence (separate from the rating): Medium confidence: 3+ public facts · 4 facts from 1 website.
Not known publicly: Whether the agency is buying now and at what size; Financing and integration capacity.
Open to Selling
Acquisition Research Fit
Low · 10Acquisition Research Fit is low. Formation year 1929 is on a verified record (97 years in operation). Two documented office cities. Market segment A is descriptive context. The rating stays Low because years in operation and size are a business profile, not a transition. This is not a statement that the agency wants to sell.
- Formation year 1929 is on a verified record (97 years in operation). Verified · +8 ptsschwendeman.com
- Two documented office cities. Market segment A is descriptive context. Verified · +2 ptsschwendeman.com
Confidence: low. Separate from the rating.
Not on file: Owner tenure is not established; No internal succession document; Confirmed sale interest is unknown.
Confirmed sale interest: Unknown
Mentorship & Peer Connections
Insufficient EvidencePublic signs of industry standing and willingness to share know-how: association leadership, teaching, memberships, recognition and tenure.
Why: Public history of 15+ years in business or in the industry; public history of 30+ years in business or in the industry
- Public history of 15+ years in business or in the industry · 1929schwendeman.com
- Public history of 30+ years in business or in the industry · Founded more than 90 years agoschwendeman.com
What this rating was based on (2 factors)
Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.
- Public history of 15+ years in business or in the industry (supporting)+10 pts
- 1929schwendeman.com
- Public history of 30+ years in business or in the industry (supporting)+5 pts
- Founded more than 90 years agoschwendeman.com
Total: 15 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.
Confidence (separate from the rating): not given without a rating · 2 facts from 1 website.
Not known publicly: Whether the principals want to mentor or be mentored.
Business Partnerships
High · 60Public signs the agency would complement others: niche specialties, referral or partner relationships, broad carrier access, both personal and commercial lines, and regional reach.
Agency Match score: 60/100 · Medium confidence: 3+ public facts
Why: Niche specialty line documented; three or more carriers named; serves more than one state or a wide region
- Niche specialty line documented · Employee Benefits, Personal Insurance, Business Insurance, Life and Disability, Medicareschwendeman.com
- Three or more carriers named · Partner of Erie Insuranceschwendeman.com
- Serves more than one state or a wide region · Ohio and West Virginiaschwendeman.com
- Several documented lines of business · Employee Benefits, Group Health, Dental, Vision, Business Insurance, Personal Insurance, Life, Disability, Medschwendeman.com
What this rating was based on (5 factors)
Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.
- Niche specialty line documented+20 pts
- Employee Benefits, Personal Insurance, Business Insurance, Life and Disability, Medicareschwendeman.com
- Three or more carriers named+15 pts
- Partner of Erie Insuranceschwendeman.com
- Partner of UBAschwendeman.com
- UBA Partnerschwendeman.com
- Securities through Valmark Securities, Inc.schwendeman.com
- Investment Advisory through Valmark Advisers, Inc.schwendeman.com
- Carrier relationship: UBA Partnerschwendeman.com
- Securities through Valmark Securities, Inc.schwendeman.com
- Investment Advisory through Valmark Advisers, Inc.schwendeman.com
- Serves more than one state or a wide region+10 pts
- Ohio and West Virginiaschwendeman.com
- Several documented lines of business (supporting)+10 pts
- Employee Benefits, Group Health, Dental, Vision, Business Insurance, Personal Insurance, Life, Disability, Medicareschwendeman.com
- Employee Benefits, Group Health, Dental, Vision, Business Insurance, Personal Insurance, Life, Disability, Medicareschwendeman.com
- Lines of business: Your Employees & Professional Liability Exposureschwendeman.com
- Two or more documented offices (supporting)+5 pts
- 109 Putnam Street, Marietta, OH 45750schwendeman.com
- 130 Springside Drive, Suite 300, Akron, OH 44333schwendeman.com
Total: 60 points → Agency Match score 60/100, rated High (High at 60+, Medium at 35+).
Confidence (separate from the rating): Medium confidence: 3+ public facts · 15 facts from 1 website.
Not known publicly: Which partnerships the agency would welcome; Carrier appointments not published online.
Record & channel
Ohio resident business-entity license (NPN 957476), licensed at Marietta, OH
gateway.insurance.ohio.govIndependent agency
“Schwendeman Agency Inc. is a third-generation, independent agency”schwendeman.com
Not confirmed. Names on a website or license are not treated as proof of who owns the agency.
Website: www.schwendeman.com
Locations & footprint
Marietta, Ohio
Operating office
Akron, Ohio
Operating office
Documented offices are not necessarily the full service area. Acquisitions do not establish additional offices.
Highlights
People & affiliations
Thomas (Andrew’s son) and Norma Schwendeman (parents of the current owners, Larry and Mark Schwendeman)
Names & entities
Legal name on license record
Facts from published sources (22 verified, 2 unverified)
109 Putnam Street, Marietta, OH 45750
“Marietta, OH Office 109 Putnam Street Marietta, OH 45750”schwendeman.com
Independent agency
“Schwendeman Agency Inc. is a third-generation, independent agency”schwendeman.com
Founded more than 90 years ago
“Our company was founded more than 90 years ago on three simple fundamental principles.”schwendeman.com
Partner of Erie Insurance
“Proud partner of Erie Insurance and UBA”schwendeman.com
Ohio and West Virginia
“serving the insurance, planning, and financial service needs of businesses and individuals throughout Ohio and West Virginia.”schwendeman.com
Employee Benefits, Personal Insurance, Business Insurance, Life and Disability, Medicare
“Schwendeman Agency Inc. offers a variety of employee benefits , personal insurance , business insurance , and life and financial solutions”schwendeman.com
Marietta, OH - 109 Putnam Street
“Marietta, OH Office 109 Putnam Street Marietta, OH 45750”schwendeman.com
1929
“The agency was started in 1929 by the current owners’ grandfather, Andrew Schwendeman”schwendeman.com
Larry and Mark Schwendeman (Current Owners)
“Thomas (Andrew’s son) and Norma Schwendeman (parents of the current owners, Larry and Mark Schwendeman)”schwendeman.com
Ohio and West Virginia
“Schwendeman Agency Inc. serves the insurance and planning of businesses and individuals throughout Ohio and West Virginia.”schwendeman.com
Employee Benefits, Group Health, Dental, Vision, Business Insurance, Personal Insurance, Life, Disability, Medicare
“Products and Services – Employee Benefits Group Health Insurance Group Dental Group Vision See All Business Insurance Cyber Liability Commercial Flood Business Auto See All – Personal Insurance Home Auto Flood See All Life and Disability Individual Life Disability Key Person Life See All – Medicare and Individual Health Medicare Supplements Medicare Advantage Plans Medicare Part D”schwendeman.com
Securities through Valmark Securities, Inc.
“Securities Offered Through Valmark Securities, Inc., Member FINDA, SIDC”schwendeman.com
Investment Advisory through Valmark Advisers, Inc.
“Investment Advisory Services Offered Through Valmark Advisers, Inc. a SEC Registered Investment Advisor”schwendeman.com
109 Putnam Street, Marietta, OH 45750
“Marietta, OH Office 109 Putnam Street Marietta, OH 45750”schwendeman.com
Employee Benefits, Group Health, Dental, Vision, Business Insurance, Personal Insurance, Life, Disability, Medicare
“Products and Services – Employee Benefits Group Health Insurance Group Dental Group Vision See All Business Insurance Cyber Liability Commercial Flood Business Auto See All – Personal Insurance Home Auto Flood See All Life and Disability Individual Life Disability Key Person Life See All – Medicare and Individual Health Medicare Supplements Medicare Advantage Plans Medicare Part D See All”schwendeman.com
Securities through Valmark Securities, Inc.
“Securities Offered Through Valmark Securities, Inc., Member FINDA, SIDC”schwendeman.com
Investment Advisory through Valmark Advisers, Inc.
“Investment Advisory Services Offered Through Valmark Advisers, Inc. a SEC Registered Investment Advisor”schwendeman.com
130 Springside Drive, Suite 300, Akron, OH 44333
“130 Springside Drive, Suite 300 Akron, Ohio 44333”schwendeman.com
Lines of business: Your Employees & Professional Liability Exposure
“Your Employees & Professional Liability Exposure”schwendeman.com
Show 2 unverified facts (did not pass QA)
Independent Agency
“We Are Independent”
QA note: Unverified: challenge rejected. Shown for transparency; not treated as a fact.
schwendeman.comIndependent Agency
“We Are Independent”
QA note: Unverified: challenge rejected. Shown for transparency; not treated as a fact.
schwendeman.com