Santo
Blumke
Citizens Securities, Inc
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About this Advisor
Santo Blumke is a financial advisor based in Rocky River, Ohio, working with Citizens Securities, Inc. Santo has previously held positions at Jp Morgan Securities LLC, Spire Investment Partners, Jmvc Professional Services, Fifth Third Securities, Citizens Securities, Inc, The Huntington Investment Company, Fsc Securities Corp, Concorde Investment Service, LLC, Concorde Asset Management, LLC, Hd Vest Investment Services, Hd Vest Advisory Services, Hd Vest Insurance Agency LLC, and Hd Vest Insurance Agency, LLC. Santo has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Michigan. Currently, Santo is part of Citizens Securities, Inc, which operates out of Rocky River, Ohio. The firm has 1,059 offices and 613 employees. The firm manages assets totaling $7.3 billion and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Citizens Securities, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Citizens Securities, Inc Brokerage Details
$7,314,113,890
613
47,222
$154,888
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Santo Blumke Work History
Citizens Securities, Inc
Fifth Third Securities
The Huntington Investment Company
Jmvc Professional Services
Concorde Investment Service, LLC
Concorde Asset Management, LLC
Hd Vest Investment Services
Hd Vest Advisory Services
Hd Vest Insurance Agency LLC
Hd Vest Insurance Agency, LLC
Spire Investment Partners
Fsc Securities Corp
Jp Morgan Securities LLC
Disclosures
Please visit the SEC profile of Santo Blumke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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