Blake Allen, financial advisor Wichita KS

Blake Allen

CRD Number: 5187919
Current Firm: Pinion Wealth Management, LLC

Blake Allen (CRD# 5187919) is an Investment Advisor Representative working at Pinion Wealth Management, LLC in Wichita, KS and has over 17 years of experience in the finance industry. Blake Allen 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
Purshe Kaplan Sterling Investments Albany, NY Mar 2018 - Current 6
Pinion Investment Advisors, Llc Dba Pinion Wealth Wichita, KS Sep 2006 - Current 17
Pinion Insurance Agency, LLC Wichita, KS Apr 2006 - Current 17
Pinion Wichita, KS Jan 2002 - Current 22
Maverick Farms, LLC Tribune, KS Jun 2006 - Oct 2019 13
Securities America, Inc. Omaha, NE Jul 2006 - Mar 2018 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2006
Contact Info for Blake P. Allen
Phone Number: 316-682-8344
Registered State(s):
  • CA
  • CO
  • IN
  • KS
  • LA
  • MT
  • TX
By the Numbers
  • Total Assets Under Management
    327
    MILLIONS
  • Total Number of Accounts
    768
    ACCOUNTS
  • Average Account Value
    $425,322
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, IN, KS, LA, MO, MT, OK, TX

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