Cheryl D. Creuzot
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CRD#: 1336533
Cheryl Denise Creuzot
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Cheryl Denise Creuzot, CFP®, who also goes by Cheryl D Creuzot, was a registered financial professional .
Cheryl is a previously registered financial professional and started their career in finance in 1985. Cheryl had worked at 8 firms and has passed the Series 63, Series 7TO, Series 99TO, SIE, Series 7 and Series 24 exams.
At a Glance
Paid By: Commission and Fee
Services Offered
Investment Planning
Retirement Planning
Insurance Planning
Comprehensive Financial Planning
Aliases
Cheryl D Creuzot
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: WEALTH DEVELOPMENT STRATEGIES, LLC | POSITION HELD: AGENT | ADDRESS: 4203 MONTROSE BLVD, 5TH FL, HOUSTON, TX 77006 | START DATE: 2007 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE | APPROX HRS PER MTH: 26-40 | APPROX TRADING HRS PER MTH: 26-40 | DESCRIPTION OF DUTIES: SALES & SERVICE INS. PRODUCTS LIFE, DI/LTC & ANNUITIES. ( 2) INVESTMENT ADVISORY | INVESTMENT RELATED: YES | DBA NAME: WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC. | POSITION HELD: AGENT | ADDRESS: 4203 MONTROSE BLVD, 5TH FL, HOUSTON, TX 77006 | START DATE: 2007 | NATURE OF ACTIVITY: OTHER | APPROX HRS PER MTH: 10-25 | APPROX TRADING HRS PER MTH: 10-25 | DESCRIPTION OF DUTIES: PREP & PRESENT FBP FOR FEE. 3) FAMILY RESTAURANTS | INVESTMENT RELATED: NO | DBA NAME: FRENCHY'S RESTAURANT GROUP, INC | POSITION HELD: OFFICER | ADDRESS: 4220 PINEMONT, HOUSTON, TX | START DATE: 10/1/2019 | NATURE OF ACTIVITY: SERVICE INDUSTRY | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: CHAIR/PRES FAMILY RESTAURANT FRANCHISING (4) EQUESTRIAN TRAINING | INVESTMENT RELATED: NO | DBA NAME: CREUZOT SHOW JUMPERS, LLC | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 4203 MONTROSE BLVD, 5TH FL, HOUSTON TX 77006 | START DATE: 12/17/15 | NATURE OF ACTIVITY: OTHER | APPROX HRS PER MTH: 10-25 | APPROX TRADING HRS PER MTH: 10-25 | DESCRIPTION OF DUTIES: PAY BILLS. (5) MD ANDERSON / BOARD MEMBER | INVESTMENT RELATED: NO | DBA NAME: MD ANDERSON BOARD OF VISITORS | POSITION HELD: BOARD MEMBER/TRUSTEE | ADDRESS: UNIV. OF TX MD ANDERSON CANCER CTR, 6900 FANNIN, 6TH FL, HOUSTON, TX 77030 | START DATE: 02/11 | NATURE OF ACTIVITY: OTHER | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: INTL BOARD OF 250 MBS (2X YR). GOV'T REL'T CMTEE APPRAISE GENERAL HEALTH CARE ISS & MEET STATE & FED LEGISLATORS. 6) BOARD MEMBER | INVESTMENT RELATED: NO | DBA NAME: AMEGY BANK | POSITION HELD: DIRECTOR | ADDRESS: HOUSTON, TX | START DATE: 2/3/2021 | NATURE OF ACTIVITY: SERVICE INDUSTRY | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: DIRECTOR & ADVISORY BOARD MEMBER OF BANK TO IMPROVE IST STATURE IN THE HOUSTON COMMUNITY; NO INVESTMENT ADVICE. 7) FAMILY PARTNERSHIP | INVESTMENT RELATED: NO | DBA NAME: CREUZOT ENTERTAIMENT, LLC | POSITION HELD: OTHER - MANAGING PARNTER | ADDRESS: 4899 MONTROSE BLVD, UNIT 1610, HOUSTON, TX 77006 | START DATE: 4/1/2020 |NATURE OF ACTIVITY: OTHER - ENTERTAIMENT | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH:LESS THAN 10 | DESCRIPTION OF DUTIES: MP OF LLC DAUGHTER'S ENTERTAINMENT CARRER; AND PERSONAL BOOK AUTHOR OF "REAL LIFE REAL MONERY" 8) PORT AUTHORITY COMMISSIIONOR | INVESTMENT RELATED: NO | DBA NAME: PORT OF HOUSTON | POSITION HELD:BOARD MEMBER | ADDRESS: 111 EAST LOOP NORTH, HOUSTON, TX 77029 | START DATE: 3/24/2020 | NATURE OF ACTIVITY: OTHER - | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES:TO OVERSEE THE GENERAL BUSINESS OF THE PORT OF HOUSTON WHICH MANAGES IMPORT AND EXPORT TRAFFIC OF THE PORT AND THE MANAGEMENT OF THE PORTS OTHER ASSETS.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1987
Experience
Past
August 31, 2021 - September 2, 2021
VALMARK ADVISERS, INC.
RIA
CRD#: 108050
Houston, TX
Past
August 31, 2021 - September 2, 2021
VALMARK SECURITIES, INC.
BD
CRD#: 31243
Houston, TX
Past
January 13, 2012 - March 30, 2026
WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.
RIA
CRD#: 119127
HOUSTON, TX
Past
April 2, 2007 - August 31, 2021
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
HOUSTON, TX
Past
April 2, 2007 - August 31, 2021
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
HOUSTON, TX
Past
January 1, 2006 - December 31, 2011
WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.
RIA
CRD#: 119127
HOUSTON, TX
Past
January 13, 2003 - December 31, 2005
WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.
RIA
CRD#: 119127
HOUSTON, TX
Past
May 22, 2002 - March 29, 2007
1717 CAPITAL MANAGEMENT COMPANY
RIA
CRD#: 4082
HOUSTON, TX
Past
November 19, 1989 - November 7, 2001
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
August 19, 1987 - March 29, 2007
1717 CAPITAL MANAGEMENT COMPANY
BD
CRD#: 4082
HOUSTON, TX
Past
January 14, 1986 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Past
January 28, 1985 - January 21, 1986
LOWRY FINANCIAL SERVICES CORPORATION
BD
CRD#: 7291
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/8/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 3/8/2024
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)Loading...
Contact information
Main Address
130 Springside Drive Suite 300, Akron, OH 44333
Mailing Address
Phone number
(800) 765-5201
Established
Firm type
Fiscal year end
# of Employees
280
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 20,881 |
| AUM (Assets Under Management) | $ 10,166,311,019 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
