GC
Gordon T. Chisholm
VALMARK ADVISERS
Chicago, IL 60606
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CRD#: 2938261
GC
Professional summary
Gordon Thomas Chisholm, who also goes by Tom Chisholm, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Chicago, Illinois and VALMARK SECURITIES, INC. located in Chicago, Illinois.
Gordon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Gordon has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tom Chisholm
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.) FULCRUM PARTNERS, LLC; NOT INVESTMENT RELATED; STARTED 01/01/2010; 4-5 HOURS PER MONTH, DURING TRADING HOURS; MANAGING DIRECTOR; CLIENT INVOLVEMENT; PROVIDE GROUP BENEFIT PLAN OPPORTUNITIES TO CLIENTS SUCH AS GROUP LIFE, DISABILITY OR A,D&D, FINDER FOR GROUP LIFE, DISABILITY AND A,D&D PLANS; COMPENSATION IN THE FORM OF EITHER A SPLIT OF COMMISSIONS OR FEES/// 2.) CapAquity, LLC; Investment Adviser Representative; duties: financial planning/consulting and asset management; investment related; 1-5 hours/month; compensation is advisory fees./// 3.) World Bicycle Relief; Chicago, IL; Advisory Council for Charitable Organization; Provide and coordinate fund raising; no compensation./// 4.) Forbes Business Council; Chicago, IL; Member of Marketing Organization; Attend Marketing events and publish articles; not investment related; no compensation. /// 5.) One Digital, parent of Resources Investment Advisors LLC; Atlanta, GA; Sr. Vice President for an advisory firm providing employee benefits, HR services, retirement and wealth management, employee well being, and pharmacy consulting; investment related; 40+ hours/ week; w2 employee./// 6.) Watts Lake Capital, LLC;266 Forest Street, Winnetka, IL 60093; Invest in new start up businesses through venture capital; Partner; Co -invest in small start up opportunities; YES Investment Related; Start Date 2014; Yes - Co-partner in investing in small start up through venture capital; Approximately 1-5 hrs. per month; If the venture company sells we receive our return on the increase in value of our investment.///
CRS (Client Relationship Summary) - RIA
Click below to view Gordon Thomas Chisholm's 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®
NoneExperience
Current
April 23, 2013 - Present
VALMARK ADVISERS, INC.
Office #1: 150 South Wacker Drive Suite 2400, Chicago, IL 60606RIA
CRD#: 108050
Chicago, IL
Current
April 15, 2011 - Present
VALMARK SECURITIES, INC.
BD
CRD#: 31243
Chicago, IL
Past
May 14, 2001 - April 15, 2011
CLARK SECURITIES, INC.
BD
CRD#: 43803
CHICAGO, IL
Past
September 3, 1997 - May 14, 2001
WESTPORT FINANCIAL SERVICES, L.L.C.
BD
CRD#: 38449
JACKSONVILLE, FL
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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
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
RR
Arizona(1/27/2023)
RR
Arkansas(7/11/2025)
RR
California(4/15/2011)
RR
Colorado(11/17/2016)
RR
Connecticut(1/3/2012)
RR
Delaware(4/15/2011)
RR
Florida(1/3/2012)
RR
Illinois(4/15/2011)
IAR
Illinois(4/23/2013)
RR
Indiana(4/15/2011)
RR
Iowa(4/27/2023)
RR
Kentucky(4/15/2011)
RR
Massachusetts(1/3/2012)
RR
Michigan(4/15/2011)
IAR
Michigan(4/24/2013)
RR
Minnesota(4/15/2011)
RR
New York(4/15/2011)
RR
North Carolina(4/15/2011)
RR
Ohio(4/15/2011)
RR
Pennsylvania(4/15/2011)
RR
Texas(1/3/2012)
RR
Virginia(4/15/2011)
RR
Washington(8/9/2022)
RR
Wisconsin(4/15/2011)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
