TB
Tyler G. Behnken
MIAMI VALLEY PORTFOLIO MANAGEMENT
Brookville, OH 45309
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CRD#: 6205854
TB
Professional summary
Tyler Gene Behnken, who also goes by Tyler G Behnken, is a registered financial advisor currently at MIAMI VALLEY PORTFOLIO MANAGEMENT INC located in Brookville, Ohio and STONEX SECURITIES INC. located in Brookville, Ohio.
Tyler is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Tyler has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tyler G 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.
1. Miami Valley Portfolio Management - 475 Arlington Road, Brookville Ohio 45309 Nature of Business: Outside RIA Investment Related: Yes Business Position: Sales Business Duties: Sales Business Start Date: 02/06/2024 Approximately 20 hours spent on this OBA monthly, with all 20 spent during market hours. 2. Behnken Financial Services - 475 Arlington Road, Brookville, OH 45309 Nature of Business: Insurance and Fixed Annuities Investment Related: No Business Position: Sales Business Duties: Selling Insurance and Fixed Annuities Business Start Date: 02/06/2024 Approximately 20 hours spent on this OBA monthly, with all 20 spent during market hours. 3. Stonex Securities Inc. Broker Dealer Registered Representative Since 10/2023 Investment Related 4. Aerial photography videography and video editing (Fly Guys) - 475 Arlington Rd, Brookville, OH 45309 Nature of Business: Aerial photography videography and video editing Investment Related: No Business Position: Contractor/Sole proprietor Business Duties: I was requested by a potential client to take aerial images and video for him as well as video editing services. My father was previously approved for this activity that he supported me with before I was licensed for investments that you might have down as "fly guys" Business Start Date: 07/03/2024 Approximately 4 hours spent on this OBA monthly, with zero spent during market hours. 5. Angora - (digital based, but their Headquarters is here) 1396 W 200 S, Bldg. #2, Lindon, Utah 84042, US Nature of Business: Amazon Ecommerce Investment Related: No Business Position: Client/Product Partner Business Duties: Investing in Amazon product(s) that they would manage in my behalf, after initial setup they would send me weekly emails on updates and I would correlate with them on occasion. Initial meetings might take more than an hour for account setup but after its processed with the exception of occasional meetings time dedicated would likely not exceed an hour in both outside and inside business hours per month. Business Start Date: 09/02/2025 Approximately 1 hour spent on this OBA monthly; with 1 spent during market hours
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Gene Behnken'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
February 20, 2024 - Present
MIAMI VALLEY PORTFOLIO MANAGEMENT INC
Office #1: 475 Arlington Road, Brookville, OH 45309RIA
CRD#: 106389
Brookville, OH
Current
November 1, 2023 - Present
STONEX SECURITIES INC.
Office #1: 475 Arlington Road, Brookville, OH 45309BD
CRD#: 18456
Brookville, OH
Past
January 31, 2024 - February 1, 2024
STONEX ADVISORS INC.
RIA
CRD#: 174182
Brookville, 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".
MV
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)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
RR
Alabama(6/16/2025)
RR
Connecticut(7/9/2024)
RR
Florida(2/8/2024)
RR
Georgia(7/9/2024)
RR
Louisiana(7/9/2024)
RR
Maryland(7/9/2024)
RR
Michigan(7/9/2024)
RR
New Jersey(7/9/2024)
RR
New Mexico(7/9/2024)
RR
North Carolina(7/10/2024)
RR
Ohio(1/30/2024)
IAR
Ohio(2/20/2024)
RR
South Carolina(7/9/2024)
RR
Texas(7/9/2024)
RR
Virginia(7/9/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/1/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
MV
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)Upgrade to AdvisorCheck Premium
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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
5
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,068 |
| AUM (Assets Under Management) | $ 189,019,773 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MIAMI VALLEY PORTFOLIO MANAGEMENT INC
CRD#: 106389Brookville, OH 45309TRUST BUT VERIFY
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