Theodore J. Kowalchuk

VALMARK ADVISERS

Coral Springs, FL 33065

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CRD#: 2206923

Professional summary

Theodore J Kowalchuk JR, CFP®, who also goes by Theodore J Kowalchuk II, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Coral Springs, Florida and VALMARK SECURITIES, INC. located in Coral Springs, Florida.

Theodore is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Theodore has worked at 9 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Employee and Employer Plan Ben...

Retirement Planning

Investment Planning

Retirement Income Management

Comprehensive Financial Planni...

Insurance Planning

Are you a "fiduciary"?

Yes

Aliases

Theodore J Kowalchuk Ii

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.) 401(K) PLAN SERVICES, INC.; 9900 W. SAMPLE RD # 300, CORAL SPRINGS, FL 33065. NATURE IS TO PROVIDE TPA SERVICES TO BUSINESSES SPONSORING QUALIFIED PLANS. OWNER/PRESIDENT SINCE 02/1995. 160 HOURS MONTH. 8 HOURS PER DAY. DUTIES ARE CONSULTING AND TPA WORK./// 2.) IRA PLAN SERVICES, INC. 9900 W. SAMPLE RD #300 CORAL SPRINGS, FL 33065. FORMED NOV. 2007 TO PROVIDE TECHNICAL IRA SERVICES TO INDIVIDUALS, OWNER/PRESIDENT. 1 HOUR A WEEK.///

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theodore J Kowalchuk JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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^®

Certified Financial Planner

Start date: 2002

Experience

Current

May 13, 2003 - Present

VALMARK ADVISERS, INC.

Office #1: 9900 W. Sample Road, #300, Coral Springs, FL 33065

RIA

CRD#: 108050

Coral Springs, FL

Current

February 24, 2003 - Present

VALMARK SECURITIES, INC.

Office #1: 9900 W. Sample Road, #300, Coral Springs, FL 33065

CRD#: 31243

Coral Springs, FL

Past

January 31, 2000 - February 28, 2003

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

January 31, 2000 - February 28, 2003

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

February 8, 1999 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

February 8, 1999 - March 27, 2000

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

November 25, 1996 - February 2, 1999

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

January 5, 1995 - November 27, 1996

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Past

January 28, 1992 - December 31, 1992

NATHAN & LEWIS SECURITIES, INC.

CRD#: 8503

NEW YORK, NY

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(2/6/2006)

Colorado
(8/7/2006)

Florida
(2/24/2003)

IAR

Florida
(5/14/2003)

New York
(2/24/2003)

Texas
(2/28/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/14/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/20/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/10/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/27/1992

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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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

275

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VALMARK ADVISERS WEALTH MANAGEMENT SOLUTIONS ADV PART 2A APPENDIX 1-WRAP FEE PROGRAM BROCHURE (6/16/2025)

VALMARK ADVISERS, INC SEC FORM 2A FIRM BROCHURE (6/16/2025)

Regulatory assets under management

Total Number of Accounts	19,096
AUM (Assets Under Management)	$ 8,379,181,235

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Theodore J. Kowalchuk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theodore J Kowalchuk JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALMARK SECURITIES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

MONY SECURITIES CORPORATION

WOODBURY FINANCIAL SERVICES, INC.

NATHAN & LEWIS SECURITIES, INC.

Primary Firm SEC Registration

VALMARK ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/14/1999

Series 63

Date: 2/20/1992

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 8/10/1999

Series 6

Date: 1/27/1992

FINRA

Current Firm

VALMARK ADVISERS, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VALMARK ADVISERS, INC.

TRUST BUT VERIFY

Contact information

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