James K. Blankenship

BLANKENSHIP FINANCIAL PLANNING, LTD.

NEW BERLIN, IL 62670-0051

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CRD#: 4638986

Professional summary

James Kevin Blankenship, CFP®, who also goes by Jim Blankenship, is a registered financial advisor currently at BLANKENSHIP FINANCIAL PLANNING, LTD. located in New Berlin, Illinois.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. James has worked at 1 firm .

Core Areas of Focus

Hourly

Investment Advice with Ongoing Management

Investment Advice without Ongoing Management

Middle Income Client Needs

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Question & Answer

What are your service offerings?

Retirement Income Management

Investment Planning

Social Security Planning

Employee and Employer Plan Ben...

Retirement Planning

Tax Planning

Comprehensive Financial Planni...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Jim Blankenship

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Kevin Blankenship'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^®

Certified Financial Planner

Start date: 2004

Experience

Current

April 15, 2003 - Present

BLANKENSHIP FINANCIAL PLANNING, LTD.

Office #1: 116 West Illinois Po Box 51, New Berlin, IL 62670-0051

RIA

CRD#: 125651

NEW BERLIN, IL

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

Illinois
(4/15/2003)

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.

Exams

Current Firm

BLANKENSHIP FINANCIAL PLANNING, LTD.

BLANKENSHIP FINANCIAL PLANNING, LTD. | BLANKENSHIP, JAMES KEVIN

CRD#: 125651 / SEC#:

Illinois

Registered Investment Advisory firm - (4/15/2003 Approved)

Wisconsin

Registered Investment Advisory firm - (1/7/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

116 West Illinois, New Berlin, IL 62670

Mailing Address

Phone number

(217) 488-6473

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	65
AUM (Assets Under Management)	$ 18,351,603

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.

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James K. Blankenship

Professional summary

Core Areas of Focus

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Kevin Blankenship's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLANKENSHIP FINANCIAL PLANNING, LTD.

State Registrations and Notice Filings

Exams

Current Firm

BLANKENSHIP FINANCIAL PLANNING, LTD.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLANKENSHIP FINANCIAL PLANNING, LTD.

TRUST BUT VERIFY

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