MB

Milton K. Blersch

BLUE BISON INVESTMENTS
Centerville, IN
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CRD#: 2716843
MB

Professional summary


Milton Kent Blersch is a registered financial advisor currently at BLUE BISON INVESTMENTS located in Centerville, Indiana.

Milton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Milton has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer


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.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Milton Kent Blersch'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®
None

Experience


Current

May 23, 2008 - Present

BLUE BISON INVESTMENTS

RIA
CRD#: 147216
Centerville, IN
Past

August 27, 2004 - July 25, 2008

WRP INVESTMENTS, INC.

RIA
CRD#: 7365
CINCINNATI, OH
Past

August 10, 2004 - July 25, 2008

WRP INVESTMENTS, INC.

BD
CRD#: 7365
CINCINNATI, OH
Past

October 1, 2002 - August 12, 2004

AMERICAN GENERAL SECURITIES INCORPORATED

BD
CRD#: 13626
PHOENIX, AZ
Past

April 30, 1996 - October 1, 2002

AMERICAN GENERAL EQUITY SERVICES CORPORATION

BD
CRD#: 5435
HOUSTON, TX

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.

Highlighted states indicate IAR registrations

IAR
Ohio
(5/23/2008)

Exams


State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BB
BLUE BISON INVESTMENTS
101 ADVISOR | GLOBAL EYE INVESTMENTS CORPORATION | BLUE BISON INVESTMENTS

CRD#: 147216 / SEC#:

Illinois
Registered Investment Advisory firm - (2/9/2009 Approved)
Indiana
Registered Investment Advisory firm - (7/19/2019 Approved)
Ohio
Registered Investment Advisory firm - (5/22/2008 Approved)
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Contact information


Main Address
Highwood, IL
Mailing Address
Phone number
(513) 227-4589
Established
Firm type
Fiscal year end
# of Employees
1

Regulatory assets under management


Total Number of Accounts183
AUM (Assets Under Management)$ 18,320,436

Red Flags


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Company Information


BLUE BISON INVESTMENTS

CRD#: 147216Centerville, IN

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