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Kenneth Ray Ehinger

Advisor at ValMark Advisers, Inc. — Fremont, IN

Updated today

Credentials

Series 63, Series 65, Series 66

Experience

38 years

Location

Fremont, IN 46737

ValMark Advisers, Inc. logo

ValMark Advisers, Inc.

Multi-team

Total advisors

290

Across 115 offices

Clients per advisor

50 Typical

Avg AUM per client

$554,438 Typical

HNW client ratio

11% Low

About

Kenneth Ehinger is a financial advisor with ValMark Advisers, Inc., holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. He has worked at ValMark Advisers since 2022 and previously operated KRE Strategies, LLC, a business consulting firm. Outside of advisory activities, he serves on the Board of Trustees for Trine University and has involvement in venture capital investing through Katken Ventures, LLC. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach using model portfolios and asset allocation, integrating proprietary and third-party platforms for ongoing portfolio monitoring and client reporting.

Client services

Based on ValMark Advisers, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Consulting

Expertise

Based on ValMark Advisers, Inc.

Annuities Wealth management Business exit / sale strategy

Occupation focus

Based on ValMark Advisers, Inc.

Executive Founder/Business Owner

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Fee options

Fixed

Negotiated flat fees for planning/consulting services, typically $50 to $50,000 or more, disclosed in advisory agreement

Percentage

Less than $1,000,000 - $1,000,000: 1.95% $1,000,001 - $2,000,000: 1.75% $2,000,001+: 1.50%

Commissions

Commissions received by IARs as registered representatives for securities transactions and insurance commissions for insurance products

Project-based

Hourly fees for planning/consulting varies depending on client needs and plan complexity, exact rate disclosed in advisory agreement

Other

Account minimum: $50,000 Fee-only: Planning/Consulting: hourly fees from $50/hour and flat fees typically ranging from $50 to $50,000 or more, negotiated and agreed in advisory agreement

Location

See office

Fremont, IN

810 S Broad Street

Fremont IN 46737

Advisors at this office

1

Most active in

Indiana

Work history

38 years of industry experience

Valmark Advisers

2022 - Present • 4 years

Akron, OH

Valmark Securities, inc.

2018 - Present • 8 years

Akron, OH

KRE Strategies, LLC

2008 - 2022 • 14 years

Angola, IN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Melissa B

Series 63, Series 66

Angola, IN

Key Investment Services LLc

Melissa Budak is a financial advisor with Key Investment Services LLC in Angola, Indiana, holding Series 63 and Series 66 credentials and 17 years of industry experience. She previously worked at KeyBank and has been with Key Investment Services in various capacities since 2015. Outside of her advisory work, Budak volunteers with Junior Achievement, teaching K-12 students programs focused on work readiness, entrepreneurship, and financial literacy. Key Investment Services LLC provides a range of investment advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-directed investment choices supported by ongoing monitoring and due diligence, and operates within the KeyCorp group alongside affiliated banking and capital markets entities.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Micah M

Series 66

Angola, IN

Edward Jones

Micah Mc Coy is a financial advisor at Edward Jones in Angola, IN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Micah worked at Farmers State Bank and Midsolv, and also owned a detailing business called Real McCoy Detailing. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 financial advisors. The firm offers a range of investment strategies under a fiduciary standard and manages approximately $1.01 trillion in assets.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Adam S

CFP®, ChFC®, Series 63, Series 65

Angola, IN

Cambridge Investment Research Advisors

Adam Smith is a CFP® and ChFC® with 25 years of industry experience. He currently works with Cambridge Investment Research Advisors and has prior experience at Raymond James Financial Services and F&M Bank. He is also an independent insurance agent associated with Trilogy Wealth Advisors. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent financial professionals, offering a range of portfolio management options and access to both proprietary and third-party investment strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed

Lori O

Series 63, Series 66

Angola, IN

Edward Jones

Lori Olson is a financial advisor at Edward Jones with 32 years of industry experience. She has been with Edward Jones since 2010 and holds the Series 63 and Series 66 licenses. Outside of her advisory role, she is a consultant for Mary Kay beauty products and Usborne Books, using these affiliations to support local school and daycare donations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner

Rhonda H

CFP®, Series 63

Angola, IN

Edward Jones

Rhonda Hanson is a CFP® certificant with 28 years of experience in the financial services industry, all of which have been with Edward D. Jones & Co., L.P. She is based in Angola, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Derek S

Series 66

Bronson, MI

Edward Jones

Derek Shaw is a financial advisor at Edward Jones with 19 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2006. Outside of his advisory role, Shaw serves as chairman of the Bronson Brownfield Redevelopment Authority and the Bronson Downtown Development Authority, and coaches junior high boys basketball for Bronson Community Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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