Paul E. Henneman

VALUENGINE CAPITAL MANAGEMENT LLC

Melbourne, FL 32901

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CRD#: 5925916

Professional summary

Paul Eric Henneman, who also goes by Paul Henneman, is a registered financial advisor currently at VALUENGINE CAPITAL MANAGEMENT LLC located in Melbourne, Florida.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Paul has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paul Henneman

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.

ValuEngine Inc. Paul Henneman is President/CEO and spends 40 hours per week of his time on these activities and considers them his primary business. Office: 1900 S Harbor City Blvd Suite 328 Melbourne, FL 32901 ValuEngine, Inc in addition to being a corporate shareholder in VECM, also is a service provider of financial research, writing about and publishing stock reports as well as overall market analysis. ValuEngine, Inc. provides research to VECM. ValuEngine, Inc does not manage any funds, only publishes financial related research. ValuEngine Inc charges fees for the research provided to VECM.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Eric Henneman'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®

None

Experience

Current

August 28, 2015 - Present

VALUENGINE CAPITAL MANAGEMENT LLC

Office #1: 1900 S Harbor City Blvd Suite 328, Melbourne, FL 32901

RIA

CRD#: 175004

Melbourne, FL

Past

December 2, 2013 - October 17, 2014

COWEN PRIME SERVICES LLC

RIA

CRD#: 153397

MELBOURNE, FL

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.

Highlighted states indicate IAR registrations

IAR

Florida
(8/28/2015)

IAR

New Jersey
(6/1/2017)

IAR

New York
(11/30/2021)

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

IAR

Series 65

Date: 10/7/2013

Uniform Investment Adviser Law Examination

Current Firm

VALUENGINE CAPITAL MANAGEMENT LLC

CRD#: 175004 / SEC#:

California

Registered Investment Advisory firm - (12/27/2023 Terminated)

Florida

Registered Investment Advisory firm - (8/28/2015 Approved)

New Jersey

Registered Investment Advisory firm - (6/1/2017 Approved)

New York

Registered Investment Advisory firm - (5/15/2017 Approved)

Utah

Registered Investment Advisory firm - (11/29/2023 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).

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Contact information

Main Address

1900 S Harbor City Blvd Suite 328, Melbourne, FL 32901

Mailing Address

Po Box 399, Melbourne, FL 32902

Phone number

(321) 325-0519

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	129
AUM (Assets Under Management)	$ 15,300,000

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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Paul E. Henneman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Eric Henneman's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALUENGINE CAPITAL MANAGEMENT LLC

COWEN PRIME SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/7/2013

Current Firm

VALUENGINE CAPITAL MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VALUENGINE CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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