Robert E. Behnken

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CRD#: 16951

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Earl Behnken SR, who also goes by Robert E Behnken, was a registered financial advisor .

Robert is a previously registered financial advisor and started their career in finance in 1968. Robert had worked at 7 firms and has passed the Series 63 and Series 1 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Robert E Behnken

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

May 26, 1999 - December 8, 2009

MIAMI VALLEY PORTFOLIO MANAGEMENT INC

RIA

CRD#: 106389

BROOKVILLE, OH

Past

November 25, 1985 - December 31, 2008

WRP INVESTMENTS, INC.

CRD#: 7365

BROOKVILLE, OH

Past

August 19, 1983 - October 15, 1985

GREEN HILL FINANCIAL SERVICE CORPORATION

CRD#: 4882

Past

January 29, 1973 - September 11, 1976

VERAVEST INVESTMENTS, INC.

CRD#: 3960

Past

October 26, 1971 - May 3, 1983

LUTHERAN BROTHERHOOD SECURITIES CORP.

CRD#: 4205

Past

April 14, 1970 - September 24, 1971

UPC SECURITIES INC

CRD#: 1000004

Past

September 4, 1968 - September 11, 1976

ALLMERICA FINANCIAL LIFE INSURANCE AND ANNUITY COMPANY

CRD#: 43

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".

MIAMI VALLEY PORTFOLIO MANAGEMENT INC

BEHNKEN FINANCIAL | MVP MANAGEMENT INC. | MIAMI VALLEY PORTFOLIO MANAGEMENT INC

CRD#: 106389 / SEC#: 801-121421

RIA

Registered Investment Advisory firm - (6/7/2021 Approved)

Florida

Registered Investment Advisory firm - (5/24/2023 Terminated)

Ohio

Registered Investment Advisory firm - (5/24/2023 Terminated)

Texas

Registered Investment Advisory firm - (5/24/2023 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.

Visual representation of state registrations

This advisor is not registered in any state.

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.

Exams

State Security Law Exam

Series 63

Date: 5/7/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 1

Date: 6/13/1968

Registered Representative Examination

Current Firm

MIAMI VALLEY PORTFOLIO MANAGEMENT INC

BEHNKEN FINANCIAL | MVP MANAGEMENT INC. | MIAMI VALLEY PORTFOLIO MANAGEMENT INC

CRD#: 106389 / SEC#: 801-121421

RIA

Registered Investment Advisory firm - (6/7/2021 Approved)

Florida

Registered Investment Advisory firm - (5/24/2023 Terminated)

Ohio

Registered Investment Advisory firm - (5/24/2023 Terminated)

Texas

Registered Investment Advisory firm - (5/24/2023 Terminated)

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Contact information

Main Address

475 Arlington Road, Brookville, OH 45309

Mailing Address

Phone number

(937) 833-4043

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MVP PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,068
AUM (Assets Under Management)	$ 189,019,773

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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Robert E. Behnken

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MIAMI VALLEY PORTFOLIO MANAGEMENT INC

WRP INVESTMENTS, INC.

GREEN HILL FINANCIAL SERVICE CORPORATION

VERAVEST INVESTMENTS, INC.

LUTHERAN BROTHERHOOD SECURITIES CORP.

UPC SECURITIES INC

ALLMERICA FINANCIAL LIFE INSURANCE AND ANNUITY COMPANY

Primary Firm SEC Registration

MIAMI VALLEY PORTFOLIO MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/7/1990

Series 1

Date: 6/13/1968

Current Firm

MIAMI VALLEY PORTFOLIO MANAGEMENT INC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MIAMI VALLEY PORTFOLIO MANAGEMENT INC

TRUST BUT VERIFY

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