Brenda P. Blisk

SPIRE WEALTH MANAGEMENT

Mclean, VA 22102

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CRD#: 1470911

Professional summary

Brenda Pack Blisk, CFP® is a registered financial advisor currently at SPIRE WEALTH MANAGEMENT, LLC located in Mclean, Virginia and SPIRE SECURITIES, LLC located in Mclean, Virginia.

Brenda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Brenda has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

What are your service offerings?

Divorce Planning

Insurance Planning

Tax Planning

Retirement Planning

Investment Planning

Estate Planning

Employee and Employer Plan Ben...

Retirement Income Management

Elder Care

Are you a "fiduciary"?

Yes

Aliases

None

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.

DBA: Blisk Financial Group - Sole Prop for Spire related business. INSURANCE AGENT OF SPIRE WEALTH MANAGEMENT AND OTHER UNAFFILIATED AGENCIES. IAR OF SPIRE WEALTH MANAGEMENT. AN AFFILIATED FIRM. Concordia Plan Services; 06/15/2016; Board of Trustees; 3 hours/month; member support provide oversight and plan services; no compensation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brenda Pack Blisk's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 1989

Experience

Current

January 14, 2002 - Present

SPIRE WEALTH MANAGEMENT, LLC

Office #1: 7901 Jones Branch Dr. Suite 810, Mclean, VA 22102

RIA

CRD#: 113908

Mclean, VA

Current

November 1, 2007 - Present

SPIRE SECURITIES, LLC

Office #1: 7901 Jones Branch Dr. Suite 800, Mclean, VA 22102

CRD#: 144131

Mclean, VA

Past

December 17, 2001 - November 2, 2007

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

MCLEAN, VA

Past

February 18, 1997 - December 17, 2001

LOCKWOOD FINANCIAL SERVICES, INC.

CRD#: 40655

MALVERN, PA

Past

July 31, 1993 - February 24, 1997

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

July 16, 1990 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

March 19, 1986 - July 30, 1990

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

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".

SPIRE WEALTH MANAGEMENT, LLC

LEGACY ADVISORS, LLC | SPIRE WEALTH MANAGEMENT, LLC

CRD#: 113908 / SEC#: 801-60468

RIA

Registered Investment Advisory firm - (8/17/2001 Approved)

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.

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

Arizona
(11/14/2007)

California
(11/8/2007)

Colorado
(11/8/2007)

Delaware
(11/6/2008)

District of Columbia
(11/8/2007)

Florida
(11/21/2007)

Georgia
(11/8/2007)

Illinois
(1/8/2010)

Indiana
(11/28/2007)

Kentucky
(3/16/2023)

Maryland
(11/8/2007)

Massachusetts
(3/16/2023)

Minnesota
(11/30/2021)

Missouri
(12/4/2007)

Nevada
(10/18/2021)

New Jersey
(8/12/2022)

New Mexico
(1/26/2010)

New York
(11/8/2007)

North Carolina
(11/13/2007)

Ohio
(11/16/2007)

Pennsylvania
(11/8/2007)

South Carolina
(11/8/2007)

Tennessee
(1/14/2008)

IAR

Texas
(5/8/2006)

Texas
(11/14/2007)

IAR

Virginia
(1/14/2002)

Virginia
(11/2/2007)

Washington
(2/26/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/3/1991

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/25/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 4/15/2002

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 3/15/1986

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

SPIRE WEALTH MANAGEMENT, LLC

LEGACY ADVISORS, LLC | SPIRE WEALTH MANAGEMENT, LLC

CRD#: 113908 / SEC#: 801-60468

RIA

Registered Investment Advisory firm - (8/17/2001 Approved)

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Contact information

Main Address

7901 Jones Branch Dr. Suite 810, Mclean, VA 22102

Mailing Address

7901 Jones Branch Drive Suite 800, Mclean, VA 22102

Phone number

(703) 657-6060

Established

Firm type

Fiscal year end

# of Employees

165

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 SPIRE WEALTH MANAGEMENT ADV 2A (3/30/2025)

Regulatory assets under management

Total Number of Accounts	15,808
AUM (Assets Under Management)	$ 4,617,171,037

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Brenda P. Blisk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brenda Pack Blisk's CRS (Customer Relationship Summary).

Certified licenses

Experience

SPIRE SECURITIES, LLC

CAMBRIDGE INVESTMENT RESEARCH, INC.

LOCKWOOD FINANCIAL SERVICES, INC.

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

SPIRE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/3/1991

Series 63

Date: 3/25/1986

SIE

Date: 10/1/2018

Series 31

Date: 4/15/2002

Series 7

Date: 3/15/1986

FINRA

Current Firm

SPIRE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SPIRE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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