Bartlett Snyder, financial advisor Evergreen CO
93 score

Bartlett Snyder

CRD Number: 5434684
Current Firm: Valmark Advisers, Inc.

Bartlett Snyder (CRD# 5434684) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Evergreen, CO and has over 8 years of experience in the finance industry.

Similar Advisors
Matt Carver, financial advisor Evergreen CO
Matt Carver
CRD# 5508035
Primerica Advisors
Score
101
Similar Advisors
Elias Bachmann, financial advisor Evergreen CO
Elias P. Bachmann
CRD# 4969156
Bsw Wealth Partners
Score
103
Similar Advisors
Kreighton Bieger, financial advisor Evergreen CO
Kreighton K. Bieger
CRD# 5148489
Kilterhowling LLC
Score
103
Company Name Location Dates Years
Valmark Advisers, Inc. Akron, OH Jan 2012 - Current 4
Valmark Securities, Inc. Akron, OH Oct 2007 - Current 9
Churchley Financial Group Evergreen, CO Jul 2007 - Current 9
Pulte Homes Denver, CO Nov 2005 - Jul 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for Bartlett C. Snyder
Phone Number: 800-765-5201
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    4,934
    MILLIONS
  • Total Number of Accounts
    8,706
    ACCOUNTS
  • Average Account Value
    $566,729
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.