BI
BI

Brian Ihlefeld

25 Years of Experience
Broker

Brian Ihlefeld is a registered investment advisor at Blackrock Financial Management, INC, based in New York, NY, with 25 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,309 clients with $1300B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
36 advisors
IM Fee
Planning only
Assets Under Management
$1327.9B

Fee Structure

Investment management only (planning not offered)

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

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Location

50 Hudson Yards, New York, NY, 10001

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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

Brian was a Finance Board Member at Notre Dame High School from June 2022 to July 2023, overseeing the school's financial operations. This required minimal time.

Employment History
Current Registrations
Blackrock Financial Management, INC
May 2006 - Present · 19 yrs 11 mos
Blackrock Investments, LLCBroker
December 2000 - Present · 25 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Brian Ihlefeld - Financial Advisor | TrueAdvisor