Brian
Blankenburg
Wilon Wealth Management
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About this Advisor
Brian Blankenburg is a financial advisor based in Clear Lake, Iowa, with 1 year of industry experience. Blankenburg is on the advisory team at Wilon Wealth Management. Their career trajectory has included roles at Bancwest Investment Services, Bank Of The West and Wilon Wealth Management. Blankenburg maintains Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Florida, Illinois, Iowa, Nebraska and Texas. Wilon Wealth Management is a firm operating out of Urbandale, IA. The firm has offices in two locations and just five advisors. It has $161 million in assets under management between its 810 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 810 client accounts, 38% belong to high-net-worth individuals who have greater than $1 million in investable assets. The company has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually depend on which services the firm provides the client. Fee types charged by Wilon Wealth Management most likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wilon Wealth Management Brokerage Details
$161,323,709
5
810
$199,165
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brian Blankenburg Work History
Brian has been registered as a financial advisor for 1 years.*
Wilon Wealth Management
Wilon Wealth Management
Bancwest Investment Services
Bank Of The West
Bank Of The West
*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 Brian Blankenburg 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 Wilon Wealth Management
Urbandale, IA
Clear Lake, IA
Urbandale, IA
Urbandale, IA
Clear Lake, IA
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