Frederick William Churchley

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:

Current Employers

Valmark Advisers, Inc.

130 Springside Drive Suite 300, Akron, OH 44333 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2003-11-19

CO RA
APPROVED

Since 2003-11-19

Branch Locations

Evergreen, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lincoln Financial Advisors Corporation	Englewood	CO	06/1998	Present
Valmark Securities, Inc.	Beachwood	OH	11/2003	Present
Valmark Advisers	Beachwood	OH	11/2003	Present

06/1998 → Present

Lincoln Financial Advisors Corporation

Englewood, CO
11/2003 → Present

Valmark Securities, Inc.

Beachwood, OH
11/2003 → Present

Valmark Advisers

Beachwood, OH

Previous Registrations

2002-05-13 → 2003-11-05

M Holdings Securities, Inc.

Denver, CO

Other Businesses

1)SALES OF DISABILITY AND LTC INSURANCE WITH BERKSHIRE ADVISOR RESOURCE INC., PAID PER POLICY WRITTEN./// 2)EXECUTIVE DIRECTOR, MOUNTAIN RESOURCE CENTER 8/1/2009, COMMUNITY RESOURCE FOR STRUGGLING FAMILIES, SERVING AS REG REP ON ACCOUNT FOR STOCK DONATIONS; COMMISSIONS RECEIVED../// 3) Providing insurance consulting services to one family trust for an annual fee.///

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1982-12-14

S63 Uniform Securities Agent State Law Examination

1982-12-14

Other Names

Fred William Churchley
Frederick William Churchley

View on SEC IAPD