Bartlett Churchill Snyder

Current Employers

Employment History

• 07/2007 → Present
  Churchley Financial Group
  Evergreen, CO
• 10/2007 → Present
  Valmark Securities, Inc.
  Akron, OH
• 01/2012 → Present
  Valmark Advisers, Inc.
  Akron, OH

Other Businesses

1) SALES OF DISABILITY AND LTC INSURANCE WITH DI BROKER WEST AND GUARDIAN, PAID PER POLICY WRITTEN./// 2) Shepard Ren LLC; LLC that my fixed business and consulting fees are paid to. Insurance business; 122 S. Devinney Street, Golden, CO 80401; President; 01/01/2016; Not Investment Related; 100% Owner; Approximately 40+ hours per month, receives a salary; This is where all my consulting fees & disability commissions are paid to./// 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./// 8) VRBO Rental; 745C Clubhouse Ln. Bethany Beach, DE 19930; VRBO short term rental; owner; Manage and rent property by managing rental schedule, cleans and expenses; NOT Investment Related; Start Date 09/02/2020; own 100% of the property; Approximately 1-5 hrs. per month; all stays are paid through VRBO to my personal bank account./// 9) Mercury Partners LLC; 122 S. Devinney St. Golden, CO 80401; a trust that owns a rental property in Breckenridge, CO. I am 1/9th owner with other family members. I have recently 2026 started to take over management of it; Owner; filing taxes, reservation management, and managing bank accounts; Not Investment Related; Start Date 01/01/2026; 1/9 owner; Approximately 1-5 hours per month; No Compensation.///

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-07-31
• S63 Uniform Securities Agent State Law Examination
  2007-12-13