Blake
Allen
Pinion Wealth Management, LLC
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About this Advisor
Blake Allen is a financial advisor based in Wichita, Kansas, working with Pinion Wealth Management, LLC. Blake has previously held positions at Securities America, Inc, Pinion Insurance Agency, LLC, Pinion, Pinion Investment Advisors, LLC Dba Pinion Wealth, Maverick Farms, LLC, and Purshe Kaplan Sterling Investments. Blake has passed the Series 63 regulatory exam and is registered to provide services in California, Colorado, Indiana, Kansas, Louisiana, Montana, and Texas. Currently, Blake is part of Pinion Wealth Management, LLC, which operates out of Wichita, Kansas. The firm has 4 offices and 8 employees. The firm manages assets totaling $493.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Pinion Wealth Management, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
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Pinion Wealth Management, LLC Brokerage Details
$493,929,508
8
1,211
$407,869
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
Purshe Kaplan Sterling Investments
Pinion Insurance Agency, LLC
Pinion Investment Advisors, LLC Dba Pinion Wealth
Pinion
Securities America, Inc
Maverick Farms, LLC
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
Bozeman, MT
Wichita, KS
Fresno, CA
Wichita, KS
Wichita, KS
Wichita, KS
Garden City, KS
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