William
Blanke

Hightower Advisors, LLC

CRD#6420174
Investment Advisor
in Palm Desert, CA

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About this Advisor

William Blanke is a financial advisor based in Palm Desert, California who has 8 years of industry experience. Blanke is on the advisory team at Hightower Advisors, LLC. Blanke has gained experience at Hightower Securities, LLC and University Of San Diego. Blanke maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Hightower Advisors, LLC is a registered investment firm based out of Chicago, IL. It has offices in 100 locations and a total of 1,700 employees. It controls $105 billion in assets among its 144,757 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 474 charities and foundations. Of its 144,757 customer accounts, just 13% are associated with high-net-worth clients who have more than $1 million in investable assets. Hightower Advisors, LLC offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fee schedules typically are based on the type of services offered. However, fee types charged by Hightower Advisors, LLC can include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

73700 El Paseo Drive
Palm Desert, CA 92260

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Hightower Advisors, LLC Brokerage Details

Total Assets Under Management

$105,230,209,755

CA Average: $6,674,516,078
Total Number of Employees

1,700

CA Average: 44
Total Number of Accounts

144,757

CA Average: 2,564
Average Account Size

$726,944

CA Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

William Blanke Work History

William has been registered as a financial advisor for 8 years.*

2014 - Present (10 years)

Hightower Securities, LLC

2010 - 2014 (4 years)

University Of San Diego

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of William Blanke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hightower Advisors, LLC

Robinson Mertilus
Alpharetta, GA
Kevin Wager
Wayne, PA
Matthew Conroy
Waltham, MA
William Giffin
Downers Grove, IL
Matthew Emery
Portland, ME
Jason Croy
Greensboro, NC
John Stevenson
Dallas, TX
Gregory Sarian
Wayne, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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