Derek Blankenship, financial advisor Shoreview MN

Derek Blankenship

CRD Number: 7063201
Current Firm: Edward Jones

Derek Blankenship (CRD# 7063201) is an Investment Advisor Representative working at Edward Jones in Shoreview, MN and has over 4 years of experience in the finance industry. Derek 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.

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Professional Designations
Company Name Location Dates Years
Edward Jones St Louis, MO Dec 2019 - Current 4
Unemployed Blaine, MN May 2019 - Nov 2019 < 1
Sns Financial Group, LLC Minneapolis, MN Oct 2017 - May 2019 1
Lyft Blaine, MN Jan 2018 - Sep 2018 < 1
Wells Fargo Bank Na Minneapolis, MN Nov 2004 - Oct 2017 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for Derek Blankenship
Phone Number: 314-515-2000
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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