Nicholas Blankl
Nicholas Blankl is a CFA-designated registered investment advisor at Black Oak Investment Management Company, based in West Linn, OR, with 10 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 6 clients with $24M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
West Linn, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nicholas is an Investment Advisor Representative at Consilium Wealth Advisory LLC and Black Oak Investment Management Company, LLC, dedicating about 10% of his time to the latter. He also serves as Treasurer for International Leadership Academy, a French language immersion school, spending minimal time on this role.
Employment History
Current Registrations
Black Oak Investment Management Company
Consilium Wealth Advisory, LLC
State Registrations2 states
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