Blake
Allen
Pinion Wealth Management, LLC
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About this Advisor
Blake Allen is a certified financial planner based in Wichita, Kansas who has 17 years of relevant experience. Allen is currently employed by Pinion Wealth Management, LLC. Allen has gained experience at Securities America, Inc, Pinion Insurance Agency, LLC, Pinion, Pinion Investment Advisors, LLC Dba Pinion Wealth, Maverick Farms, LLC, Purshe Kaplan Sterling Investments and Bullseye Feeders, Inc. Allen holds a Series 63 license, certifying them as a securities broker, and can serve investors in California, Colorado, Kansas, Montana and Texas. Pinion Wealth Management, LLC is a firm operating out of Wichita, KS. The firm has offices in four locations and just five financial advisors. It manages $263 million in total assets between its 683 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm advises five charitable organizations. Of its 683 client accounts, 16% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The firm performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on the type of financial services provided. However, fees charged by Pinion Wealth Management, LLC can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pinion Wealth Management, LLC Brokerage Details
$262,579,968
5
683
$384,451
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Blake Allen Work History
Blake has been registered as a financial advisor for 17 years.*
Purshe Kaplan Sterling Investments
Pinion Insurance Agency, LLC
Pinion Investment Advisors, LLC Dba Pinion Wealth
Pinion
Securities America, Inc
Maverick Farms, LLC
Bullseye Feeders, Inc
*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 Blake Allen 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 Pinion Wealth Management, LLC
Wichita, KS
Wichita, KS
Fresno, CA
Wichita, KS
Garden City, KS
Wichita, KS
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.
