Unclaimed Profile

Theodore Louis Fern

CHURCHILL MANAGEMENT CORP·LOS ANGELES, California

Series 7, Series 65Clean record41 years registeredCHURCHILL MANAGEMENT CORP

5900 WILSHIRE BLVD., LOS ANGELES, CA 90036CRD# 2940154Firm CRD# 109651

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Theodore Louis Fern · LOS ANGELES, CA

Registration

CRD #2940154 · CHURCHILL MANAGEMENT CORP · 41 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jul 2025 – present

CHURCHILL MANAGEMENT GROUP

Jan 1985 – Sep 2025

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · January 25, 1985

Years registered · 41

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHURCHILL MANAGEMENT CORP

CRD 109651 · SEC 801-4211

AUM

$8.2B

Regulatory assets under management

Employees

19,450 client accounts

Services offered by CHURCHILL MANAGEMENT CORP

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CHURCHILL MANAGEMENT CORP →

Introduction

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Frequently Asked Questions

What services does Theodore Louis Fern offer?

Theodore Louis Fern specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in LOS ANGELES, California for a consultation.

What are Theodore Louis Fern's credentials?

Theodore Louis Fern is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Theodore Louis Fern located?

Theodore Louis Fern is based in LOS ANGELES, California, working with CHURCHILL MANAGEMENT CORP. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Theodore Louis Fern charge for services?

Theodore Louis Fern's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHURCHILL MANAGEMENT CORP?

CHURCHILL MANAGEMENT CORP has approximately 56 employees and manages $8.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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