Kenton Mickley

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

• 06/2017 → 12/2018
  People's Bank Of Gambier
  Mount Vernon, OH
• 12/2018 → 05/2020
  First Knox National Bank
  Mount Vernon, OH
• 05/2010 → 06/2017
  Danville High School
  Danville, OH
• 07/2020 → Present
  Valmark Advisers
  Akron, OH
• 07/2020 → Present
  Valmark Securities
  Akron, OH

Other Businesses

1) Spearman Financial Services; 710B South Main Street, Mount Vernon, OH 43050; Salaried Employee; YES Investment Related; Start date 07/01/2020; Approximately 40+ hrs. per month; Compensated by salary and percentage of compensation of business brought in./// 2) Knox County Career Center Advisory Board - College Business U; 306 Martinsburg Road, Mount Vernon, Ohio 43050; Volunteer time to help the teacher and students as needed; Board Member; Get updates on the curriculum/class. Help give ideas to make the class better and help make connections for the students in the community. Have to attend 2 advisory board meetings a year; NOT Investment Related; Start Date 10/1/2022; Approximately 1-5 hrs. per month; No Compensation./// 3) AmSpirit Business Connections; 110 Coshocton Ave. Suite A, Mt. Vernon, OH 43050; Local networking business chapter; Take attendance and call on officers for their reports. Then takes over for the president if they are absent; NOT Investment Related; Start Date 1/1/2024; Approximately 1-5 hrs. per month; Volunteer no compensation./// 4) Central Christian Church; 17833 Gambier Rd, Mt Vernon, OH 43050; Stewardship and oversight of the church's financial resources to support its congregation, mission, and ministry; Member of Church Finance Committee; Help with budget planning, financial management/procedure; NOT Investment Related; Start Date 07/14/2025; Approximately 1-5 hrs. per month; No Compensation./// 5) CES Credit Union Board; 1215 Yauger Rd, Mount Vernon, OH 43050; Board Member; Part of the group that is responsible for providing strategic leadership, ensuring financial stability, and maintaining legal compliance. We must attend meetings, review materials in advance, hire/supervise the CEO, act as ambassadors, and make decisions in the organization's best interest to advance its mission; Start 11/2025; NOT investment related; 1-5 hrs. per month; no compensation, volunteer.///

Exams

• S66 Uniform Combined State Law Examination
  2021-11-17

Other Names

• Kenton Otto Mickley