Scott Behnken has been President of Miami Valley Portfolio Management since March 1992, is a control person of the firm and directly owns between 25% and 50% of it. Scott Behnken holds a Bachelor of Arts from Concordia College, River Forest, Illinois.
Miami Valley Portfolio Management Inc is a Brookville, OH firm with $219M under management, 738 clients and 4 advisers across 3 offices, as of its March 2026 filing.
Scott E. Behnken is President of Miami Valley Portfolio Management Inc. He has served as a Financial Consultant in his family business since 1977 and assists clients with fee based money management. He is an Investment Advisor for the Dayton Foundation.
Scott Behnken’s longest registration is the current one, 27 years at Miami Valley Portfolio Management since 1999.
- Sa Stone Investment Advisors Inc.– · 2 yearsBirmingham, AL · Adviser representative · Firm CRD 174182
- Sterne Agee Investment Advisor Services, Inc.– · 14 yearsBrookville, OH · Adviser representative · Firm CRD 7365
- – present · 27 yearsBrookville, OH · Adviser representative · Firm CRD 106389
Professional designations
Listed by Miami Valley Portfolio Management
- National Social Security Advisor (NSSA)
Investment adviser representative registrations
Scott Behnken is registered as an investment adviser representative in 2 states. The first approvals date from May 1999; the most recent is Florida, in July 2012.
- FloridaSince 10 July 2012
- OhioSince 26 May 1999
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 1 October 1990 |
| Series 24 | General Securities Principal Examination | 22 December 1989 |
| Series 7 | General Securities Representative Examination | 16 November 1985 |
| Series 1 | Registered Representative Examination | 24 June 1980 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Registered Representative Examination
- Full name
- Scott Earl Behnken
- CRD
- 711263
- Firm
- Miami Valley Portfolio Management · CRD 106389
- Role
- President
- Office
- 475 ARLINGTON RD, Brookville, OH 45309
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 1980
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- behnkenfinancial.com
Where does Scott Behnken work?
Scott Behnken has been President of Miami Valley Portfolio Management Inc since March 1992, and is a control person of the firm.
Is Scott Behnken a financial advisor?
Yes. Scott Behnken has a current investment-adviser registration in Florida and Ohio, through Miami Valley Portfolio Management since May 1999.
How many years of experience does Scott Behnken have?
Scott Behnken has 46 years in the financial industry, since September 1980, across 3 adviser firms.
What exams has Scott Behnken passed?
Scott Behnken has passed 5 licensing exams: the Series 1, Series 7, Series 24, Series 63 and Series 6TO. The earliest, the Series 1, was passed in June 1980. FINRA credited Scott Behnken with the SIE, which began in October 2018.
Where is Scott Behnken based?
Scott Behnken’s registered office is in Brookville, OH.
Is Scott Behnken registered with FINRA?
Yes. Scott Behnken has a current broker registration, under CRD 711263.
Source: FINRA BrokerCheck
How can I verify Scott Behnken’s record?
Search CRD 711263 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Scott Behnken’s full registration record.
