Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Ehinger is a financial advisor with over 30 years of experience in the financial services industry. Kenneth currently works at Valmark Advisers, Inc. Previously, Kenneth has held positions at M HOLDINGS SECURITIES, INC., EQUITY SERVICES, INC., SENTINEL FINANCIAL SERVICES COMPANY, LINCOLN FINANCIAL ADVISORS CORPORATION, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, SAGEMARK CONSULTING, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Kenneth holds the Series 4, 7, 24, 52TO, 53, 63, 65, and 66 licenses. Kenneth also holds a SIE certification. Kenneth is a member of the Board of Trustees at Trine University. Kenneth specializes in portfolio management for businesses, individuals, and investment companies, as well as providing financial planning and consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IN
09/27/2022 - Present
Valmark Advisers, Inc. (Fremont IN)
OR
10/01/2008 - 04/04/2016
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
VT
05/24/1999 - 01/23/2008
EQUITY SERVICES, INC. (MONTPELIER VT)
VT
05/24/1999 - 02/04/2005
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
IN
11/08/1990 - 05/18/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/08/1990 - 05/18/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
02/10/1998 - 05/03/1999
SAGEMARK CONSULTING, INC. (RADNOR PA)
NY
08/21/1986 - 10/19/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/03/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/1992
Series 4 - Registered Options Principal Examination
BC
Issued 07/29/1991
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/11/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kenneth Ehinger is the right advisor for you? Invested Better is here to help.
