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Kevin Blonkvist

16 Years of Experience
Midland, TX
Broker

Kevin Blonkvist is a registered investment advisor at RBC Capital Markets, LLC, based in Midland, TX, with 16 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 with several entities, including First Presbyterian Church's endowment committee, AMW Holdings LLC, Hillcrest School's board, and numerous investment-related LLCs and partnerships. He dedicates minimal time to each of these activities.

Employment History
Current Registrations
RBC Capital Markets, LLC
February 2010 - Present · 16 yrs 3 mos
RBC Capital Markets, LLC
December 2009 - Present · 16 yrs 5 mos
RBC Capital Markets, LLCBroker
December 2009 - Present · 16 yrs 5 mos
State Registrations38 states
ALARAZCACOCTDEFLGAHIINKSKYLAMAMDMEMIMNMOMSMTNCNJNMNYOHOKRISCSDTNTXUTVAWAWIWY
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.
Kevin Blonkvist - Financial Advisor | TrueAdvisor