Blanche Berenzweig, financial advisor Mequon WI
93 score

Blanche Berenzweig

CRD Number: 1072969
Current Firm: Arbor Point Advisors

Blanche Berenzweig (CRD# 1072969) is an Investment Advisor Representative working at Arbor Point Advisors in Mequon, WI and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Arbor Point Advisors Mequon, WI Sep 2014 - Current 2
Securities America, Inc. Mequon, WI Feb 2003 - Current 13
Bsb Financial Services, Inc. Mequon, WI Jan 1986 - Current 30
Jk Investment Group, Inc. Mequon, WI Aug 2011 - Oct 2014 3
Heartland Institute Aurora, CO Jan 2006 - Oct 2013 7
Securities America Advisors, Inc. Mequon, WI Feb 2003 - Mar 2012 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
S65 NASAA Investment Advisors Law Examination Dec 1998
Contact Info for Blanche S. Berenzweig
Phone Number: 402-399-9111
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    552
    MILLIONS
  • Total Number of Accounts
    3,322
    ACCOUNTS
  • Average Account Value
    $166,293
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • 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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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