Kevin N. Tichnell

VALMARK SECURITIES

Akron, OH 44333

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CRD#: 4413967

Professional summary

Kevin Nicholas Tichnell, CFP® is a registered financial professional currently at VALMARK SECURITIES, INC. located in Akron, Ohio.

Kevin is registered as a RR (Registered Representative) and started their career in finance in 2001. Kevin has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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) - BD

Click below to view Kevin Nicholas Tichnell'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®

CFP^®

Certified Financial Planner

Experience

Current

December 15, 2005 - Present

VALMARK SECURITIES, INC.

Office #1: 3500 Embassy Parkway, Akron, OH 44333

CRD#: 31243

Akron, OH

Past

March 23, 2005 - December 18, 2015

SEQUOIA FINANCIAL GROUP, L.L.C.

RIA

CRD#: 117756

AKRON, OH

Past

October 15, 2003 - December 19, 2005

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

May 29, 2002 - October 14, 2003

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

BALTIMORE, MD

Past

August 9, 2001 - October 25, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 9, 2001 - October 25, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

State Registrations and Notice Filings

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

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

Alabama
(5/3/2019)

Arizona
(11/4/2015)

California
(11/4/2015)

Colorado
(1/2/2018)

Delaware
(11/4/2015)

Florida
(12/15/2005)

Georgia
(1/2/2018)

Illinois
(11/4/2015)

Indiana
(11/11/2015)

Kansas
(11/4/2015)

Kentucky
(6/2/2016)

Maine
(8/31/2023)

Massachusetts
(5/3/2019)

Michigan
(11/4/2015)

Minnesota
(1/2/2025)

Montana
(11/4/2015)

New Hampshire
(8/31/2023)

New Jersey
(11/4/2015)

New Mexico
(9/30/2016)

New York
(11/4/2015)

North Carolina
(11/4/2015)

Ohio
(12/15/2005)

Oklahoma
(11/4/2015)

Pennsylvania
(1/7/2009)

South Carolina
(11/4/2015)

Tennessee
(8/17/2011)

Texas
(11/4/2015)

Utah
(11/4/2015)

Virginia
(11/4/2015)

Washington
(11/4/2015)

West Virginia
(11/4/2015)

Exams

State Security Law Exam

IAR

Series 66

Date: 8/23/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/8/2001

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

VALMARK SECURITIES, INC.

CRD#: 31243 / SEC#: , 8-45463

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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Contact information

Main Address

130 Springside Drive Suite 300, Akron, OH 44333-2431

Mailing Address

130 Springside Drive Suite 300, Akron, OH 44333-2431

Phone number

(800) 765-5201

Established

Ohio since 12/08/1992

Firm type

Corporation

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
VALMARK INVESTMENTS, LLC	SHAREHOLDER
CALLAHAN, CALEB JONATHAN	EVP, CHIEF OPERATING OFFICER	5011454
KOZENKO, ELIZABETH ERIN	FINOP	6218110
RYBKA, LAWRENCE JOSEPH	PRESIDENT, CEO	1661511
WILBURN, DOUGLAS FREDERICK	CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL	1407686

Disclosures

Regulatory Event

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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Kevin N. Tichnell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Kevin Nicholas Tichnell's CRS (Customer Relationship Summary).

Certified licenses

Experience

SEQUOIA FINANCIAL GROUP, L.L.C.

LPL FINANCIAL LLC

T. ROWE PRICE INVESTMENT SERVICES, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/23/2001

SIE

Date: 10/1/2018

Series 7

Date: 8/8/2001

FINRA

Current Firm

VALMARK SECURITIES, INC.

Contact information

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

VALMARK SECURITIES, INC.

TRUST BUT VERIFY

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