KP
Kevin B. Perlberg
BLACKHAWK CAPITAL PARTNERS
Thiensville, WI 53092
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CRD#: 1424365
KP
Professional summary
Kevin Blake Perlberg, CFP®, who also goes by Kevin Blake Perberg, is a registered financial advisor currently at BLACKHAWK CAPITAL PARTNERS, LLC located in Thiensville, Wisconsin and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER located in Thiensville, Wisconsin.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Kevin has worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kevin Blake Perberg
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) BLACKHAWK CAPITAL PARTNERS, LLC - MANAGING PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - THIENSVILLE, WI - SINCE 01/2011 - INVESTMENT RELATED 2.) LION STREET - OWNER/PRODUCER - NON-VARIABLE INSURANCE - THIENSVILLE, WI - SINCE 08/2013 - NOT INVESTMENT RELATED 3.) KPDT, LLC - PARTNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - THIENSVILLE, WI - SINCE 01/2015 - NOT INVESTMENT RELATED 4.) BLACKHAWK CAPITAL PARTNERS, LLC - PARTNER - NON-VARIABLE INSURANCE - THIENSVILLE, WI - SINCE 01/1984 - INVESTMENT RELATED 5.) BLACKHAWK CAPITAL PARTNERS, LLC - MANAGING PARTNER - REGISTERED INVESTMENT ADVISOR - THIENSVILLE, WI - SINCE 06/2011 - INVESTMENT RELATED 6.) DAKTORI - DOCTOR CONSULTING FIRM - DALLAS, TX - SINCE 10/2014 - NOT INVESTMENT RELATED 7.) ASSOCIATE PERSON OF UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER, A FINRA AND SEC REGISTERED BROKER-DEALER AND MEMBER OF SIPC. 7333 E. DOUBLETREE RANCH ROAD, SUITE 120, SCOTTSDALE, AZ 85258. 8.) KBLAKE126 - OWNER - HOME OFFICE FOR PERSONAL AFFAIRS IE ASSET PROTECTION AND ESTATE PLANNING - SCOTTSDALE, AZ - SINCE 12/2019 - NOT INVESTMENT RELATED
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Blake Perlberg's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1994
Experience
Current
July 15, 2011 - Present
BLACKHAWK CAPITAL PARTNERS, LLC
Office #1: 167 S. Main Street, Thiensville, WI 53092RIA
CRD#: 158020
Thiensville, WI
Current
February 11, 2011 - Present
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Office #1: 167 S Main St, Thiensville, WI 53092Office #2: 21090 N Pima Rd, Scottsdale, AZ 85255RIA
BD
CRD#: 20804
Thiensville, WI
Past
February 14, 2011 - June 22, 2012
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
RIA
CRD#: 20804
SCOTTSDALE, AZ
Past
November 25, 2003 - February 11, 2011
QA3 FINANCIAL LLC
RIA
CRD#: 104957
THIENSVILLE, WI
Past
November 18, 2003 - February 11, 2011
QA3 FINANCIAL CORP.
BD
CRD#: 14754
THIENSVILL, WI
Past
August 14, 2000 - August 9, 2004
K. P. FINANCIAL, INC.
RIA
CRD#: 111312
THIENSVILLE, WI
Past
December 21, 1994 - November 17, 2003
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
Past
January 5, 1990 - January 6, 1995
HARBOUR INVESTMENTS, INC.
BD
CRD#: 19258
MADISON, WI
Past
August 28, 1987 - January 10, 1990
DREHER & ASSOCIATES, INC.
BD
CRD#: 8665
OAKBROOK TERRACE, IL
Past
April 8, 1987 - September 4, 1987
B.C. CHRISTOPHER SECURITIES CO.
BD
CRD#: 60
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BC
BLACKHAWK CAPITAL PARTNERS, LLC
BLACKHAWK ADVISORS, LLC | SILVERHAWK CAPITAL | BLACKHAWK CAPITAL PARTNERS, LLC | BLACKHAWK CAPITAL MANAGEMENT, LLC
CRD#: 158020 / SEC#: 801-81107
RIA
Registered Investment Advisory firm - (3/12/2015 Approved)Arizona
Registered Investment Advisory firm - (3/12/2015 Terminated)Michigan
Registered Investment Advisory firm - (7/15/2013 Terminated)Wisconsin
Registered Investment Advisory firm - (3/12/2015 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(2/11/2011)
IAR
Arizona(7/15/2011)
RR
Colorado(6/29/2011)
RR
Florida(2/11/2011)
RR
Georgia(1/6/2023)
RR
Idaho(1/18/2023)
RR
Illinois(2/11/2011)
RR
Indiana(2/14/2011)
RR
Massachusetts(2/11/2011)
RR
Michigan(2/11/2011)
RR
Minnesota(2/11/2011)
RR
New Jersey(7/13/2016)
RR
New York(11/9/2021)
RR
North Carolina(1/3/2012)
RR
Texas(1/4/2018)
IAR
Texas(7/7/2023)
RR
Utah(12/11/2015)
RR
Washington(2/11/2011)
RR
Wisconsin(2/11/2011)
IAR
Wisconsin(8/9/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
BC
BLACKHAWK CAPITAL PARTNERS, LLC
BLACKHAWK ADVISORS, LLC | SILVERHAWK CAPITAL | BLACKHAWK CAPITAL PARTNERS, LLC | BLACKHAWK CAPITAL MANAGEMENT, LLC
CRD#: 158020 / SEC#: 801-81107
RIA
Registered Investment Advisory firm - (3/12/2015 Approved)Arizona
Registered Investment Advisory firm - (3/12/2015 Terminated)Michigan
Registered Investment Advisory firm - (7/15/2013 Terminated)Wisconsin
Registered Investment Advisory firm - (3/12/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
167 S. Main Street, Thiensville, WI 53092
Mailing Address
Phone number
(262) 242-4487
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 295 |
| AUM (Assets Under Management) | $ 336,418,039 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BLACKHAWK CAPITAL PARTNERS, LLC
CRD#: 158020Thiensville, WI 53092TRUST BUT VERIFY
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