Blake
Lenk

Cliftonlarsonallen Wealth Advisors, LLC

CRD#6987805
Investment Advisor
in Minneapolis, MN

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About this Advisor

Blake Lenk is a financial advisor based in Minneapolis, Minnesota, working with Cliftonlarsonallen Wealth Advisors, LLC. Blake has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Newport Harbor High School, Towson University, Wagner College, National Financial Network, Bernard Herold & Co, Bn Boatworks, Morgan Stanley Smith Barney LLC, Sailors Lacrosse, and Cliftonlarsonallen Wealth Advisors LLC. Blake has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Blake is part of Cliftonlarsonallen Wealth Advisors, LLC, which operates out of Minneapolis, Minnesota. The firm has 37 offices and 153 employees. The firm manages assets totaling $8.0 billion 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cliftonlarsonallen Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

220 S. Sixth Street Suite 300
Minneapolis, MN 55402-4505

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Cliftonlarsonallen Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$7,977,801,363

MN Average: $5,289,111,388
Total Number of Employees

153

MN Average: 157
Total Number of Accounts

19,942

MN Average: 8,262
Average Account Size

$400,050

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Blake Lenk Work History

2024 - Present (0 year)

Sailors Lacrosse

2024 - Present (0 year)

Cliftonlarsonallen Wealth Advisors LLC

2022 - Present (2 years)

Morgan Stanley Smith Barney LLC

2019 - 2022 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - 2018 (< 1 year)

National Financial Network

2018 - 2018 (< 1 year)

Bernard Herold & Co

2017 - 2017 (< 1 year)

Bn Boatworks

2016 - 2019 (3 years)

Wagner College

2015 - 2016 (1 year)

Towson University

2010 - 2015 (5 years)

Newport Harbor High School

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Disclosures

Please visit the SEC profile of Blake Lenk 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 Cliftonlarsonallen Wealth Advisors, LLC

Brody Johnson
Minneapolis, MN
Karen Wegner
Minneapolis, MN
Steven Neutzling
Minneapolis, MN
Nathan Nicolaisen
Minneapolis, MN
Joseph Reina
Addison, TX
Jennifer Faust
Minneapolis, MN
Mckenna Makela
Middleton, WI
Julian Einfrank
Minneapolis, MN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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