Steve Blankenship, financial advisor Dallas TX

Steve Blankenship

CRD Number: 2825441
Current Firm: Heritage Financial Planning
Compensation Model: Fee Only

Steven Blankenship (CRD# 2825441) is an Investment Advisor Representative working at Heritage Financial Planning in Dallas, TX and has over 23 years of experience in the finance industry. Steven Blankenship has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.  Steve has office in the Dallas/Fort Worth area as well as an office in Atlanta.

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Professional Designations
Company Name Location Dates Years
Heritage Financial Planning Dallas, TX Jul 2004 - Current 15
Heritage Financial Planning Grapevine, TX Jun 2004 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2002
Contact Info for Steve Blankenship
Phone Number: 214-446-2100
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    158
    MILLIONS
  • Total Number of Accounts
    402
    ACCOUNTS
  • Average Account Value
    $391,832
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, TX

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Clean Record
This advisor has a clean track record with regulators.

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