Blankenship Financial Planning, Ltd.
Blankenship Financial Planning, Ltd. (CRD# 125651) is a financial advisory firm headquartered in New Berlin, IL. They manage $14,785,094 in 65 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Blankenship Financial Planning, Ltd.
By the Numbers
-
Total Assets Under Management15MILLION
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Total Number of Accounts65ACCOUNTS
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Average Account Value$227,463
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Blankenship Financial Planning, Ltd.
1
James Blankenship (CRD# 4638986) is an Investment Advisor Representative working at Blankenship Financial Planning, Ltd. in New Berlin, IL and has 1 year of experience in the finance industry.
2
Sterling Raskie (CRD# 5074842) is an Investment Advisor Representative working at Blankenship Financial Planning, Ltd. in New Berlin, IL and has over 18 years of experience in the finance industry.
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