Behnken Financial Services, Inc.

CONNECT

Address:


Home Office
475 Arlington Road
Brookville, OH 45309

28 East Rahn Road 
Kettering, OH 45429

Phone:

(937) 833-4043

Scott E. Behnken

Scott E. Behnken

Managing Partner

Objective

As a fiduciary, assists clients in achieving their financial goals through prudent investing. Assists clients in accomplishing their estate planning objectives, avoiding probate and eliminating death taxes through the use of Revocable Living Trusts.  Assists clients in making wise decisions when filing for Social Security Benefits.

Summary of Professional Experience

Has served as a Financial Consultant in his family business since 1977.  Registered Representative with SA Stone Wealth Management Inc., Member of FINRA & SIPC.  Acting as a fiduciary, assists clients with investments in stocks, bonds, mutual funds, tax-free bonds, real estate investment trusts, IRA's, 401k rollovers and tax sheltered investments. Investment Advisor for the Dayton Foundation.  Articles written have appeared in the Senior Chronicle, the Advisors Network, and the National Underwriter.  He has appeared many times as a guest speaker on the Ted Ryan Program.

Education

Concordia College, River Forest, Illinois, Bachelor of Arts, 1979.  Additional studies include Purdue University Professional Institute, 1992;  20 hours bi-annually of continueing education in related fields; further educational courses taken from the American College including the School of Advanced Careers Studies in financial and estate planning, personal risk management, financial statement analysis, and income taxation.  Necessary requirements have been met to qualify as a Registered Loving (Living) Trust Advisor, National Social Security Advisor Certificate Holder.

Membership

Life qualifying member of the Million Dollar Roundtable; National Association of Active Investment Managers (NAAIM); Industry Advisor to the Dayton Foundation; National Social Security Advisor (NSSA).  

Community Activites

Past President of Brookville Rotary Club; Past Board Member of Dayton Association of Life Underwriters; Past Board Member of Providence Lutheran Church.  Board Member of Dayton Foundation Development Committee.

Personal

Has lived in the Miami Valley since 1955.  Main outside interests; Family, Church, and The Great Outdoors.  

Mission Statement of Behnken Financial Services
Our job is to help people make smart financial decisions with their money.
We do this by counseling with our clients.  We come to know their situations thoroughly,
so that we can devise financial solutions that give them peace of mind.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck