Blankenship Financial Planning, Ltd.

Blankenship Financial Planning, Ltd. (CRD# 125651) is a financial advisory firm headquartered in New Berlin, IL. They manage $10,975,384 in 98 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • Average Account Value
    $111,994
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
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.

IL, WI

Financial Advisors at Blankenship Financial Planning, Ltd.
Showing 1 - 2 of 2 top financial advisors.
1
Sterling L. Raskie
CRD#: 5074842
116 West Illinois, New Berlin, IL 62670
96
Wealthminder
score

Sterling Raskie (CRD# 5074842) is an Investment Advisor Representative working at Blankenship Financial Planning, Ltd. in New Berlin, IL and has over 10 years of experience in the finance industry. Sterling Raskie 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.

2
James K. Blankenship
CRD#: 4638986
116 West Illinois, Po Box 51, New Berlin, IL 62670
90
Wealthminder
score

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. James 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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