Kenneth Robert Samuelson

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

• 02/1994 → Present
  The Morehead Group
  Charlotte, NC
• 01/1996 → 02/2017
  Ifg/Russell Advisors, Inc.
  Berwyn, PA
• 09/1997 → 03/2022
  Kestra Investment Services, Llc
  Charlotte, NC
• 02/2000 → 02/2017
  American Financial Management Group, Ltd
  Charlotte, NC
• 09/1997 → 03/2022
  Kestra Advisory Services, Llc
  Charlotte, NC
• 03/2022 → Present
  Valmark Securities, Inc.
  Akron, OH
• 03/2022 → Present
  Valmark Advisers, Inc.
  Akron, OH

Previous Registrations

• 2017-03-23 → 2022-03-25
  Kestra Advisory Services, Llc
  Charlotte, NC
  Austin, TX
• 2001-12-31 → 2017-02-22
  Ifg Russell Advisors Inc
  Charlotte, NC

Other Businesses

1.) The Morehead Group, Inc.; Charlotte, NC ; Owner, Director, President, Treasurer, Producer; Insurance Sales and General Account Insurance Consulting; start 07/1086 ; investment related; 100% Shareholder; compensation is paid directly through various insurance carriers and Broker Dealer./// 2.) The Morehead General Agency, Inc. ; Charlotte, NC ; 100% shareholder ; start 06/ 2016; investment related; Commissions Paid through Insurance Carriers./// 3.) Raymond James; Signature Wealth Strategies; Charlotte, NC; start 05/2017; Financial planning and investment management; Solicit new accounts and new business; investment related./// 4.) 12507 Autumn Blaze Drive Charlotte, NC; Passive rental property; not investment related; 1-5 hours/month; Monthly rent net of expenses./// 5.) Valmark Advisory Board; 130 Springside Dr, Akron, OH 44333; Board Member, Advisory; YES Investment Related; Start Date 01/01/2023; My firm, Morehead Insurance Services is affiliated with Valmark Financial Group; Approximately 1-5 hrs. per month; Compensated by Cash./// 6.) Charlotte Estate Planning Council; start 07/2024; Board Chairman; Charlotte, NC; run monthly meetings; not investment related; 1-5 hours/ month; no compensation./// 7.) Queens University Estate Planners Day Committee; 1900 Selwyn Ave., Charlotte NC 28274; One day annual conference; Board member, Help plan annual conference; Not Investment Related; Start Date 1999; Approximately 1-5 hrs. per month; No Compensation.///

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-04-15
• S63 Uniform Securities Agent State Law Examination
  1983-07-11

Designations

• Chartered Financial Consultant

Other Names

• Kenneth Robert Samuelson
• Ken Samuelson
• (Jr) Kenneth Robert Samuelson
• Kenneth Robert Samuelson