Kenneth Ehinger is a registered investment advisor at Valmark Advisers, INC., based in Fremont, IN, with 38 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 1 more. Their firm serves 14,890 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Valmark Advisers offers investment management through several programs, including Valmark ACCESS and ACCESS Direct.
Valmark ACCESS:
- Fees are calculated as a percentage of your account's assets and are negotiated between you and your advisor, but will not exceed:
- 1.95% annually for accounts less than $1,000,000
- 1.75% annually for accounts between $1,000,001 and $2,000,000
- 1.50% annually for accounts above $2,000,001
- A minimum investment of $50,000 is generally required.
ACCESS Direct:
- This program provides access to third-party managers, fee-based annuities, and fee-based variable life insurance contracts. Fees vary depending on the specific solution chosen.
- American Funds F-2 Direct Program: Fees are 1% of the account value annually.
- Fee-Based Variable Annuity Program: Fees will not exceed 1.5% of the contract's cash value annually.
- Fee-Based Variable Life Insurance Fees: Fees will not exceed 1.5% of the contract's cash value annually.
Select Manager Programs:
- Fees are calculated as a percentage of your account's assets and are negotiated between you and your advisor, but will not exceed:
- 1.95% annually for accounts between $50,000 and $1,000,000
- 1.75% annually for accounts between $1,000,001 and $2,000,000
- 1.50% annually for accounts above $2,000,001
- A minimum investment of $100,000 is generally required.
Location
810 S Broad Street, Fremont, IN, 46737
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kenneth is a managing partner at Katken Ventures, LLC, a small business venture capital investing firm, and provides capital and business advice. He is also a part owner of ShowKase Home Consign, LLC, spending minimal time on it, and owns 100% of KRE Strategies, LLC, a business consulting service, dedicating about a quarter of his time to providing consulting services. Kenneth also serves on the Board of Trustees for Trine University.
Employment History
Current Registrations
Valmark Advisers, INC.
Valmark Securities, INC.
Valmark Securities, INC.Broker
Previous Registrations
Kre Strategies, LLC
M Holdings Securities, INC.Broker
M Holdings Securities, INC.
Esi Financial Advisors
Equity Services, INC.Broker
Sentinel Financial Services CompanyBroker
Sagemark Consulting, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.