KB
KB

Kevin Blonkvist

42 Years of Experience
Midland, TX
Broker

Kevin Blonkvist is a registered investment advisor at RBC Capital Markets, LLC, based in Midland, TX, with 42 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

550 W. Texas Avenue, Suite 120, Midland, TX, 79701-4255

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kevin is involved in several businesses, including JK Royalty LLC, Nashland LLC, Litezon LP, F and F Investment Group, LLC, Blonkvist Investment LLC, Q5moneyline, LLC, Rebel Frog Holdings LLC, and Blonkvist WI LLC, primarily focused on oil and gas, ranching, estate planning, and passive investments. He also serves as an Elder at First Presbyterian Church, overseeing the budget, dedicating minimal time to this role.

Employment History
Current Registrations
RBC Capital Markets, LLC
March 1998 - Present · 28 yrs 4 mos
RBC Capital Markets, LLCBroker
March 1998 - Present · 28 yrs 4 mos
RBC Capital Markets, LLC
January 1998 - Present · 28 yrs 6 mos
Previous Registrations
Dain Rauscher IncorporatedBroker
January 1998 - March 1998 · 2 mos
Rauscher Pierce Refsnes, INC.Broker
October 1993 - January 1998 · 4 yrs 3 mos
Dean Witter Reynolds INC.Broker
September 1989 - October 1993 · 4 yrs 1 mo
Shearson Lehman Hutton INC.Broker
February 1988 - October 1989 · 1 yr 8 mos
E. F. Hutton & Company INCBroker
September 1983 - February 1988 · 4 yrs 5 mos
State Registrations35 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.