Blake Allen is a CFP-designated registered investment advisor, based in Wichita, KS, with 19 years of industry experience.
Location
1605 N Waterfront Parkway, Suite 200, Wichita, KS, 67206
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Blake is the manager and resident agent of Pinion Insurance Agency, LLC, which receives payments for fixed insurance, and spends a few hours per week on this. Blake also provides general consulting to businesses and individuals through Pinion Wealth Management LLC/Pinion Investment Advisors LLC and Pinion Global, and manages Girl Dad, LLC, an equipment rental business.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Pinion Wealth Management, LLC
Previous Registrations
Securities America, INC.Broker
State Registrations8 states
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