AB
CFP
AB
CFP

Audrey Blanke

9 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
126 advisors
Number of Clients
6,961 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$18.2B

Fee Structure

Minimum Investment:$1M
Minimum Annual Fee:$8,000
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Location

5605 Carnegie Boulevard - Suite 400, Charlotte, NC, 28209

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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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Employment History
Current Registrations
Choreo, LLC
October 2025 - Present · 4 mos
Previous Registrations
Capfinancial Securities, LLC.Broker
May 2025 - October 2025 · 5 mos
Captrust
March 2025 - October 2025 · 7 mos
Carolinas Investment Consulting LLCBroker
July 2023 - May 2025 · 1 yr 10 mos
Carolinas Wealth Consulting LLC
June 2023 - July 2025 · 2 yrs 1 mo
Atlatl Advisers
November 2021 - May 2023 · 1 yr 6 mos
Robert W. Baird & CO. Incorporated
November 2016 - November 2021 · 5 yrs
Robert W. Baird & CO. IncorporatedBroker
August 2016 - November 2021 · 5 yrs 3 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.