Brian Blankenburg
Brian Blankenburg is a registered investment advisor at Wilon Wealth Management, based in Clear Lake, IA, with 9 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 347 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wilon Wealth Management offers ongoing asset management services based on your individual goals and risk tolerance. The fees are based on the value of your account and are generally negotiable. The final fee schedule will be in your advisory agreement. You can terminate the agreement without penalty.
Location
9 Plaza Drive Ste 4, Clear Lake, IA, 50428
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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
Brian is involved in real estate investing for personal investment with family and friends, spending minimal time on it. He also works as an insurance agent since October 2023, dedicating minimal time to this activity.
Employment History
Current Registrations
Wilon Wealth Management
Previous Registrations
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
State Registrations2 states
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.