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Kylie Blasen

Blasen Capital Markets Group, LLC
2 Years of Experience
Okemos, MI
1 Disclosure
View SEC Summary
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Kylie Blasen is a registered investment advisor at Blasen Capital Markets Group, LLC, based in Okemos, MI, with 2 years of industry experience. Kylie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.

Blasen Capital Markets Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are generally negotiable. Qualified clients may alternatively choose a performance-based fee of 2.00% annually plus a 20.00% performance fee on capital appreciation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3887 Okemos Rd, A4, Okemos, MI, 48864

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History

Regulatory History (1)
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Criminal
January 2019
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Blasen Capital Markets Group, LLC
November 2025 - Present · 11 mos
Previous Registrations
Finalis Securities LLCBroker
March 2024 - December 2024 · 9 mos
Cambridge Digital Asset Group
April 2023 - December 2023 · 8 mos
State Registrations1 state
MI
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.
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