BS
BS

Bartlett Churchill Snyder

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
271 advisors
Number of Clients
13,685 clients
Average Client Portfolio
$612K average
Assets Under Management
$8.4B

Fee Structure

Financial Planning:Investment management only
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Location

3000 Lawrence St., Denver, CO, 80205

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Bartlett sells disability and long-term care insurance, and is a sole managing member of Shepard Ren LLC. He also provides financial consulting related to life, long-term care, and disability insurance, and refers fixed term life business to Five Rings Financial for a referral fee, dedicating minimal time to these activities.

Employment History
Current Registrations
Valmark Advisers, INC.
January 2012 - Present · 14 yrs 1 mo
Valmark Securities, INC.Broker
November 2007 - Present · 18 yrs 3 mos
State Registrations15 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.