Tom Chisholm
Senior Vice President - Retirement
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Tom Chisholm
Managing Director and Partner Fulcrum Partners Chicago, IL
Tom helps corporations find creative solutions to design and finance their executive benefit plans. His expertise includes nonqualified benefit programs, bank, trust, and corporate owned life insurances (BOLI, TOLI, COLI), senior management compensation, employee retention, change in control issues, and plan integration during mergers and acquisitions.
- Extensive experience in the customized design of executive benefit plans for top talent in high technology, manufacturing, utilities, and retail, as well as the deferred compensation needs of many other high-earning professionals.
- Published author and frequent guest lecturer on issues of executive benefits and deferred compensation. Tom is often quoted by the media on the topic of nonqualified benefits.
- Former Lead Consultant at Clark Consulting, responsible to provide the design, funding, implementation, and administration of nonqualified benefit plans for new and existing clients.
- Formerly in consulting and management for Unilever and Pfizer, Inc.
Tom heads the offices of Fulcrum Partners Chicago, providing acumen, leadership, and critical guidance to his team and for his clients.
Education and Training
- Series 6, Series 63, and Series 65 registered
- DePaul University, Master of Business Administration with Distinction
- Western Michigan University, Bachelor of Business Administration, Marketing
Check the background of this investment professional on FINRA’s BrokerCheck.
Tom Chisholm is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Dr., Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.
Accomplishments and Service
Tom earned this honor by finishing among the top competitors in Long Course Triathlon, which requires a 4k swim and a 112k bike race, followed by a 30k run.
The organization’s affiliated philanthropic arm, the USA Triathlon Foundation, a 501(c)(3), works to promote and support triathlon for three key groups: youth, paratriathletes, and Olympic hopefuls.
Articles and Reports by Tom Chisholm
- Performance-Based SERPs: Changing the Landscape
- Retail Executive Retirement Planning: Finance Golden Years
- Funding Post-Retirement Medical Benefits
O: 847.724.3036 C: 847.341.7258.
Email Tom Chisholm of Fulcrum Partners: Tom.Chisholm@fulcrumpartnersllc.com.
You can download photos for the Fulcrum Partners team and more information about Fulcrum Partners Executive Benefits Consultancy here: Authorized Image and Document Download
Tom Chisholm is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Dr., Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.
Check the background of this investment professional on FINRA's BrokerCheck
Registrations//Licenses//Certifications
Publications and Presentations
The Exchange for People Strategy (August 2014)
The Exchange for People Strategy (July 2014)
WorkSpan (June 2005)
Expertise
- Helping corporations to find creative solutions to design and finance their Executive Benefit Plans