Gordon Thomas Chisholm

Employer firm

Valmark Advisers, Inc. CRD 108050

$10.2B regulatory AUM 380 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2011 → Present
  Valmark Securities, Inc.
  Akron, OH

Other Businesses

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.///

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-04-22
• S63 Uniform Securities Agent State Law Examination
  1997-09-02

Other Names

• Tom Chisholm