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Rick Blankenship

36 Years of Experience
Coeur D'Alene, ID
1 DisclosureBroker

Rick Blankenship is a registered investment advisor at Wells Fargo Advisors, based in Coeur D'Alene, ID, with 36 years of industry experience. Rick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2100 Northwest Blvd Ste 180, Coeur D'Alene, ID, 83814

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 1999
Denied
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
August 2016 - Present · 10 yrs 2 mos
Wells Fargo Advisors
August 2016 - Present · 10 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2007 - August 2016 · 9 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2007 - August 2016 · 9 yrs 3 mos
Citigroup Global Markets INC.
January 1999 - June 2007 · 8 yrs 5 mos
Citigroup Global Markets INC.Broker
November 1998 - June 2007 · 8 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1990 - November 1998 · 8 yrs 7 mos
State Registrations13 states
CACOFLIDMDMTNEORTNTXVAWAWV
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.
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