Steven Blanke
Steven Blanke is a registered investment advisor at Calton & Associates, INC., based in Garland, TX, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 5,283 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Calton charges a percentage of your portfolio for investment management, up to 2.60% annually. This fee may be negotiable. The exact fee depends on the representative managing your account and the program you select. You may also incur additional fees from third-party money managers. Calton bills quarterly, either in advance or arrears. You can terminate the agreement with 30 days' notice, and any unearned fees will be refunded. Some clients may be charged performance-based fees.
Location
675 Town Square Blvd., BLDG 1A Suite 200, Garland, TX, 75040
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Regulatory History (2)
Customer Dispute
May 2016Customer Dispute
May 2015Other Business ActivitiesSells Insurance
Steven sells fixed annuities, SPIAs, and life insurance through Insurance Agency Marketing Services, dedicating about a quarter of his time. He also receives residuals from a legal services and identity protection client base and owns BAS Advisory Services, LLC DBA BAS Financial and Tax Services, where he analyzes client's tax and insurance needs.
Employment History
Current Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Previous Registrations
Calton & Associates, INC.
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
Legacy Financial Services, INC.Broker
Legacy Advisory Services, INC.
Eastern Point Advisors INC.
Investors Capital CORP.Broker
Wma Securities, INC.Broker
PFS Investments INC.Broker
State Registrations9 states
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.