WB
WB
William Blanken
9 Years of Experience
Freeport, FL
2 Disclosures
William Blanken is a registered investment advisor at Blanken Management CORP, based in Freeport, FL, with 9 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 46 clients with $3.1M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$3.1M
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Location
Freeport, FL
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Regulatory History (2)
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Financial
December 2024Pending
Financial
May 2024Final
Other Business Activities
William works as a service marketing associate for Sysco Food, consulting food service establishments. This is a full-time commitment.
Employment History
Current Registrations
Blanken Management CORP
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
Blanken Management CORP
April 2016 - December 2019 · 3 yrs 8 mos
State Registrations1 state
FL
Advisor
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.