Cheryl D. 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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1987
Experience
August 31, 2021 - September 2, 2021
VALMARK ADVISERS, INC.
August 31, 2021 - September 2, 2021
VALMARK SECURITIES, INC.
January 13, 2012 - March 30, 2026
WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.
April 2, 2007 - August 31, 2021
HORNOR, TOWNSEND & KENT, LLC
April 2, 2007 - August 31, 2021
HORNOR, TOWNSEND & KENT, LLC
January 1, 2006 - December 31, 2011
WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.
January 13, 2003 - December 31, 2005
WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.
May 22, 2002 - March 29, 2007
1717 CAPITAL MANAGEMENT COMPANY
November 19, 1989 - November 7, 2001
OSAIC WEALTH, INC.
August 19, 1987 - March 29, 2007
1717 CAPITAL MANAGEMENT COMPANY
January 14, 1986 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
January 28, 1985 - January 21, 1986
LOWRY FINANCIAL SERVICES CORPORATION
Primary Firm SEC Registration
VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 3/8/2024
General Securities Representative ExaminationSeries 99TO
Date: 3/8/2024
Operations Professional ExaminationCurrent Firm
VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
Contact information
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.
