Adviser and broker representative · Valmark Advisers, Inc.
Theodore J. Kowalchuk Jr.
CRD 2206923 · Coral Springs, FL
At a glance
Theodore J. Kowalchuk Jr. is an investment adviser representative with Valmark Advisers, Inc. in Coral Springs, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Theodore’s SEC record dates to 2025, about 1 years ago. Theodore is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Valmark Advisers, Inc.Since January 2025Coral Springs, FL · $10B in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Theodore’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Valmark Advisers, Inc.
- Alexander AdamsAkron
- Ronak AdaniSanta Ana · Certified Financial Planner
- Michael AmoiaAkron · Chartered Financial Consultant
- Danielle B. AmundsonOnalaska
- Thomas G. Anderson IIGlencoe · Certified Financial Planner
- Matthew L. AreyFalmouth
- Amy J. ArmstrongCincinnati
- William M. Arthur IIFort Wright
Every advisor at Valmark Advisers, Inc. →Valmark Advisers, Inc.: assets, clients and custodians →Financial advisors in Coral Springs, FL →Advisor Moves: who changed firms this week →