Brian
Blankenburg
Wilon Wealth Management
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About this Advisor
Brian Blankenburg is a financial advisor based in Clear Lake, Iowa, working with Wilon Wealth Management. Brian has previously held positions at Bancwest Investment Services, Bank Of The West, and Wilon Wealth Management. Brian has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Iowa and Texas. Currently, Brian is part of Wilon Wealth Management, which operates out of Clear Lake, Iowa. The firm has 2 offices and 8 employees. The firm manages assets totaling $183.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Wilon Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wilon Wealth Management Brokerage Details
$183,581,167
8
799
$229,764
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brian Blankenburg Work History
Wilon Wealth Management
Wilon Wealth Management
Bancwest Investment Services
Bank Of The West
Bank Of The West
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
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