Theodore J Kowalchuk

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

• 02/1999 → Present
  401(K) Plan Services, Inc.
  Coral Springs, FL
• 02/2003 → Present
  Valmark Securities, Inc.
  Beachwood, OH
• 05/2003 → Present
  Valmark Advisers
  Beachwood, OH

Other Businesses

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.///

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-14
• S63 Uniform Securities Agent State Law Examination
  1992-02-20

Designations

• Certified Financial Planner

Other Names

• Theodore J Kowalchuk
• Theodore J Kowalchuk