BS
Bartlett C. Snyder
VALMARK ADVISERS
Denver, CO 80205
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CRD#: 5434684
BS
Professional summary
Bartlett Churchill Snyder, CLU® is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Denver, Colorado and VALMARK SECURITIES, INC. located in Denver, Colorado.
Bartlett is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Bartlett has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) SALES OF DISABILITY AND LTC INSURANCE WITH DI BROKER WEST AND GUARDIAN, PAID PER POLICY WRITTEN./// 2) Shepard Ren LLC, Service company, 14367 W. Bayaud Ave Golden, CO 80401, Sole managing member, started 2017, investment related, 1-5 hours per month, receives a salary/// 3) My Deliverables; Fletcher, OH; Financial consulting; life, long-term care, and disability; Review client's cases and report to the investment advisor; no contact with the clients directly; investment related; charge $475 a year per client on a quarterly basis; email invoices and paid via check. /// 4)Foundation Financial Planning; Philadelphia, PA; start 08/2022; Life insurance consultant; reviewing fixed life insurance policies for clients; investment related; hourly rate./// 5) Aligned Advisors; Oceanside, CA; Financial consulting; Life insurance subject matter expert; Review/recommend, Fixed life, disability and Long Term care insurance; NOT Investment Related; Start Date 1/15/2022; Approximately 6-10 hrs. per month; Paid hourly for services, compensation tracked through the Toggl website./// 6) 5 Rings Financial; 10268 W. Centennial Road Suite 302, Littleton, CO 80127; Life insurance agency for fixed business only; Producer; I will be referring ONLY fixed term life business to them for a 20% referral fee; NOT Investment Related; Start Date 10/12/2024; Approximately 1-5 hrs. per month; Added to the applications to receive a 20% referral fee. I will be paid directly from 5 Rings Financial./// 7) Five Rings Financial; 10268 Centennial Rd, Littleton, CO 80127; Fixed life insurance; Producer; Sending term life referrals to them for a 20% referral fee; NOT Investment Related; Start Date 03/01/2025; Approximately 1-5 hrs. per month; Will be paid 20% of the commissions paid to me via check.///
CRS (Client Relationship Summary) - RIA
Click below to view Bartlett Churchill Snyder'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®
Experience
Current
January 3, 2012 - Present
VALMARK ADVISERS, INC.
Office #1: 3000 Lawrence St., Denver, CO 80205RIA
CRD#: 108050
Denver, CO
Current
November 30, 2007 - Present
VALMARK SECURITIES, INC.
Office #1: 3000 Lawrence Street, Denver, CO 80205BD
CRD#: 31243
Denver, CO
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
California(12/17/2019)
RR
Colorado(11/30/2007)
IAR
Colorado(1/3/2012)
RR
Georgia(1/17/2024)
RR
Illinois(7/14/2023)
RR
Indiana(2/6/2023)
RR
Kansas(3/1/2021)
RR
Louisiana(10/3/2013)
RR
Montana(7/6/2021)
RR
New Mexico(10/18/2021)
RR
Pennsylvania(4/24/2025)
RR
Texas(3/25/2014)
IAR
Texas(4/4/2014)
RR
Vermont(4/12/2023)
RR
Wisconsin(4/17/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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.
