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BK

Benjamin D. Kuhlman

VALENTINE WEALTH MANAGEMENT
Seymour, IN
Some features on this profile are disabled
CRD#: 7738833
BK

Professional summary

Benjamin D Kuhlman, who also goes by Ben Kuhlman, is a registered financial advisor currently at VALENTINE WEALTH MANAGEMENT located in Seymour, Indiana.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Benjamin has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ben Kuhlman

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) - RIA

Click below to view Benjamin D Kuhlman'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

March 5, 2026 - Present

VALENTINE WEALTH MANAGEMENT

RIA
CRD#: 330269
Seymour, IN
Past

April 29, 2025 - February 23, 2026

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Columbus, IN
Past

March 22, 2025 - February 23, 2026

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
COLUMBUS, IN

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
Indiana
(3/5/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/28/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/21/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/14/2025
Securities Industry Essentials Examination

Current Firm

VW
VALENTINE WEALTH MANAGEMENT
VALENTINE WEALTH MANAGEMENT | VALENTINE WEALTH MANAGEMENT, LLC | VALENTINE WEALTH MANAGEMENT LLC

CRD#: 330269 / SEC#:

Indiana
Registered Investment Advisory firm - (3/1/2024 Approved)
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Contact information

Main Address
Seymour, IN
Mailing Address
Phone number
(812) 329-0902
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts201
AUM (Assets Under Management)$ 21,239,584

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

VALENTINE WEALTH MANAGEMENT

CRD#: 330269Seymour, IN

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