Kenneth R. Ehinger

VALMARK ADVISERS

Fremont, IN 46737

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CRD#: 1525408

Professional summary

Kenneth Ray Ehinger, who also goes by Ken Ehinger, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Fremont, Indiana and VALMARK SECURITIES, INC. located in Fremont, Indiana.

Kenneth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Kenneth has worked at 10 firms and has passed the Series 66, Series 65, Series 63, Series 52TO, SIE, Series 7, Series 4, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ken Ehinger

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Katken Ventures, LLC., 330 Intertech Pkwy, Suite 233, Angola, IN 46703; Personal small business venture capital investing; investment related; started June 2016; Managing Partner; no client involvement; provide capital and general business advice; compensation-interest on loans and/or dividends./// 2. ShowKase Home Consign, LLC, Home Furniture and Furnishings Consignment, Member, I'm a part owner for banking and business continuation protection purposes, Non investment related, 1-5 hours per month, no compensation./// 3. KRE Strategies, LLC; 810 S. Broad Street, Fremont, IN 46737; Business Consulting Services; NOT Investment Related; Start Date 1/9/2008; LLC 100% Owned; Approximately 40+ hrs. per month; Provide Consulting Services to VFG and VFG Member Firms; Project and/or Hourly Fees./// 4. Trine University; Angola, IN; Board of Trustees; Promote and protect the University's best interests and provide management oversight; start 05/2023; not investment related; no compensation.///

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Ray Ehinger's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 27, 2022 - Present

VALMARK ADVISERS, INC.

Office #1: 810 S Broad Street, Fremont, IN 46737

RIA

CRD#: 108050

Fremont, IN

Current

March 5, 2018 - Present

VALMARK SECURITIES, INC.

Office #1: 810 S Broad Street, Fremont, IN 46737

CRD#: 31243

Fremont, IN

Past

October 13, 2016 - September 27, 2022

KRE STRATEGIES, LLC

RIA

CRD#: 285304

FREMONT, IN

Past

October 1, 2008 - April 4, 2016

M HOLDINGS SECURITIES, INC.

RIA

CRD#: 43285

PORTLAND, OR

Past

October 1, 2008 - April 4, 2016

M HOLDINGS SECURITIES, INC.

CRD#: 43285

PORTLAND, OR

Past

December 5, 2007 - January 23, 2008

EQUITY SERVICES, INC.

RIA

CRD#: 265

MONTPELIER, VT

Past

May 24, 1999 - February 4, 2005

SENTINEL FINANCIAL SERVICES COMPANY

CRD#: 31175

MONTPELIER, VT

Past

May 24, 1999 - January 23, 2008

EQUITY SERVICES, INC.

CRD#: 265

MONTPELIER, VT

Past

February 10, 1998 - May 3, 1999

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

November 8, 1990 - May 18, 1999

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

November 8, 1990 - May 18, 1999

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

August 21, 1986 - October 19, 1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VALMARK ADVISERS, INC.

VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564

RIA

Registered Investment Advisory firm - (5/29/1998 Approved)

Wyoming

Registered Investment Advisory firm - (8/11/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Indiana
(3/6/2018)

IAR

Indiana
(9/27/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/3/2007

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/10/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/12/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/16/1986

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 4/24/1992

Registered Options Principal Examination

Principal/Supervisory Exam

Series 53

Date: 7/29/1991

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 3/11/1991

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

VALMARK ADVISERS, INC.

VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564

RIA

Registered Investment Advisory firm - (5/29/1998 Approved)

Wyoming

Registered Investment Advisory firm - (8/11/2017 Terminated)

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Contact information

Main Address

130 Springside Drive Suite 300, Akron, OH 44333

Mailing Address

Phone number

(800) 765-5201

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VALMARK ADVISERS WEALTH MANAGEMENT SOLUTIONS ADV PART 2A APPENDIX 1-WRAP FEE PROGRAM BROCHURE (6/16/2025)

VALMARK ADVISERS, INC SEC FORM 2A FIRM BROCHURE (6/16/2025)

Regulatory assets under management

Total Number of Accounts	19,096
AUM (Assets Under Management)	$ 8,379,181,235

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kenneth R. Ehinger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Ray Ehinger's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALMARK SECURITIES, INC.

KRE STRATEGIES, LLC

M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

EQUITY SERVICES, INC.

SENTINEL FINANCIAL SERVICES COMPANY

EQUITY SERVICES, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

VALMARK ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/3/2007

Series 65

Date: 5/10/1996

Series 63

Date: 9/12/1986

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 8/16/1986

Series 4

Date: 4/24/1992

Series 53

Date: 7/29/1991

Series 24

Date: 3/11/1991

FINRA

Current Firm

VALMARK ADVISERS, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VALMARK ADVISERS, INC.

TRUST BUT VERIFY

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