Benjamin Kuhlman
Valentine Wealth Management · Seymour, Indiana
Benjamin Kuhlman is a fee-only financial advisor at Valentine Wealth Management in Seymour, Indiana, who holds the CFP credential. Valentine Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Valentine Wealth Management |
|---|---|
| Based in | Seymour, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $36.7M across 277 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 7738833 |
| Exams passed | Series 66 (2025) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.valentinewm.com |
How Benjamin's firm compares
- Valentine Wealth Management's average account is about $132,000, from its Form ADV (assets managed divided by 277 accounts).
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Questions about Benjamin
Is Benjamin Kuhlman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Valentine Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Benjamin charge for financial advice?
Benjamin's firm, Valentine Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Benjamin Kuhlman based?
Benjamin Kuhlman is based in Seymour, Indiana.
What credentials does Benjamin Kuhlman hold?
Benjamin Kuhlman holds the CFP credential.
Is Benjamin Kuhlman registered with the SEC?
Yes. Benjamin Kuhlman is registered as an investment adviser representative in IN (CRD 7738833), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Valentine Wealth Management manage?
Valentine Wealth Management reports $36.7M across 277 accounts in assets under management.
How do I contact Benjamin Kuhlman?
Through Benjamin's website, www.valentinewm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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