Kevin Michael Bilenchi

Employer firm

Valmark Advisers, Inc. CRD 108050

$10.2B regulatory AUM 380 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2026 → Present
  Valmark Advisers
  Akron, OH
• 11/2008 → Present
  Valmark Securities
  Akron, OH
• 03/2011 → 06/2020
  Beauport Financial Services
  Gloucester, MA
• 07/2020 → Present
  Beauport Financial Services
  Gloucester, MA

Other Businesses

Beauport Financial Services; 3 Heritage Way, Ste. 2, Gloucester, MA 01930; Director of Investment Operations; Minority owner.

Exams

• S66 Uniform Combined State Law Examination
  2026-06-02
• S63 Uniform Securities Agent State Law Examination
  2003-06-30