KK
Kenneth C. Kinman
VALMARK ADVISERS
CINCINNATI, OH 45202
Some features on this profile are disabled
CRD#: 2084512
KK
Professional summary
Kenneth Cecil Kinman, who also goes by Kenneth C Kinman, Kenny Kinman, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Cincinnati, Ohio and VALMARK SECURITIES, INC. located in Fort Mitchell, Kentucky.
Kenneth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Kenneth has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kenneth C Kinman | Kenny Kinman
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) LIFE AND DISABLITY INSURANCE SALES/// Not Investment Related/ 5 hours per month./// 2) Broadview Holdings; 250 Grandview Drive, Suite 475, Fort Mitchell, KY 41017; Advisor/Shareholder; Work with clients on planning, investment and insurance advice; YES Investment Related; Start Date 7/2013; 35% Ownership; Approximately 40+ hrs. per month; W-2 Salary./// 3) Ascent Insurance Advisors; 250 Grandview Drive, Ste 270, Fort Mitchell, KY 41017; Managing Partner / Advisor; Working with clients and their advisors on life insurance opportunities; YES Investment Related; Start Date 1/2023; 35% ownership; Approximately 40+ hrs. per month; W-2 salary.///
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Cecil Kinman's 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®
NoneExperience
Current
March 6, 2009 - Present
VALMARK ADVISERS, INC.
Office #1: 105 West 4th Street Suite 314, Cincinnati, OH 45202RIA
CRD#: 108050
CINCINNATI, OH
Current
March 3, 2009 - Present
VALMARK SECURITIES, INC.
Office #1: 250 Grandview Drive, Ste. 475, Fort Mitchell, KY 41017Office #2: 250 Grandview Drive, Suite 270, Fort Mitchell, KY 41017BD
CRD#: 31243
Fort Mitchell, KY
Past
May 1, 2015 - November 14, 2018
BROADVIEW FINANCIAL ADVISORS, LLC
RIA
CRD#: 173828
CINCINNATI, OH
Past
December 4, 2009 - March 26, 2014
FOCUS ON SUCCESS, LLC
RIA
CRD#: 129739
FT. MITCHELL, KY
Past
January 22, 2004 - March 6, 2009
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
CINCINNATI, OH
Past
November 6, 1991 - March 6, 2009
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
CINCINNATI, OH
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".
VA
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)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.RR
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
IAR
California(11/19/2014)
RR
Delaware(11/20/2024)
RR
Florida(3/3/2009)
RR
Georgia(3/3/2009)
IAR
Georgia(3/16/2010)
RR
Indiana(3/3/2009)
IAR
Indiana(10/6/2009)
RR
Kentucky(3/3/2009)
IAR
Kentucky(9/29/2009)
IAR
Louisiana(11/24/2020)
RR
Michigan(3/3/2009)
IAR
Michigan(5/9/2012)
IAR
North Carolina(10/12/2009)
RR
North Carolina(1/6/2011)
RR
Ohio(3/3/2009)
IAR
Ohio(3/6/2009)
RR
South Carolina(3/3/2009)
IAR
South Carolina(10/6/2009)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VA
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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)
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.
Company Information
VALMARK ADVISERS, INC.
CRD#: 108050Cincinnati, OH 45202TRUST BUT VERIFY
Monitor Kenneth Kinman
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
xxxxx@xxxx.xxx
