Advisor at Valentine Wealth Management
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Firm
Valentine Wealth Management
Location
Seymour, IN
Credentials
Series 66
Industry experience
1 year
Benjamin Kuhlman is a financial advisor at Valentine Wealth Management in Seymour, IN. He holds a Series 66 designation and has been in the industry since 2023, previously working at Raymond James Financial Services and Cummins. Outside of advising, he operates a support company under the name Forman Investment Services. Valentine Wealth Management is an independent, fee-only advisory firm serving individual clients and plan sponsors with investment management, financial planning, and retirement plan consulting. The firm emphasizes tailored portfolios using a diversified, mainly passive approach based on Modern Portfolio Theory and also provides educational seminars and public speaking engagements.
Based on Valentine Wealth Management
Based on Valentine Wealth Management
Fixed fees for Project-Based Financial Planning Services typically range from $250 to $25,000; Educational seminars range from $1,000 to $5,000 per event.
$0 - $500,000: 1.25% $500,001 - $2,000,000: 0.75% $2,000,001+: 0.40%
Hourly financial planning rate of $250 per hour.
Ongoing Financial Planning Services charged as recurring fixed monthly fees typically ranging from $330 to $2,000.
Minimum fee: Minimum annual fee of $4,000 for Investment Management Services, which may be waived or reduced. Fee-only: Financial Planning Services charged as fixed monthly fees ranging from $330 to $2,000 (ongoing), hourly fees at $250/hour, or fixed fees ranging from $250 to $25,000 (project-based).
Seymour, IN
Indiana
Raymond James Financial
2025 - Present (1 year)
Raymond James Financial Services, Inc
2023 - Present (3 years)
Cummins
2022 - 2022 (1 year)
Purdue University
2020 - 2024 (4 years)
Blue's Canoe Livery
2020 - 2021 (1 year)
Columbus East High School
2016 - 2020 (4 years)
Unemployed
2016 - 2016 (1 year)
St. Peters Lutheran School
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Seymour, IN
Brooks Investment Advisory Service
CFP®
Seymour, IN
Valentine Wealth Management
Valentine Wealth Management was created to provide a high touch wealth management service for both personal and business finances clients that desire a proactive relationship that will maximize their ability to reach their goals. Where there are higher levels of complexity, we believe that we provide a higher value to our clients. We will dive deep into your goals and guide you through all financial decisions you face as well as accountability on implementation and execution.
Series 63, Series 65
Seymour, IN
Robert Baird & Co.
CFP®, Series 63
Seymour, IN
Raymond James Financial
Series 66
Seymour, IN
Raymond James Financial
Series 66
North Vernon, IN
Edward Jones
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