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 .
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...
Do you have an area of expertise or specialization?
Hourly
Investment Advice with Ongoing...
Investment Advice without Ongo...
Middle Income Client Needs
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
What is your minimum asset requirement?
1
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.
NEW BERLIN FIRE PROTECTION DISTRICT
INVESTMENT-RELATED: NO
PO BOX 224, NEW BERLIN, IL 62670
FIRE PROTECTION
TREASURER
START: 2006
HOURS/MONTH: 4
DURING SECURITIES TRADING: 2
DUTIES: RECEIVE AND PAY BILLS FOR THE DISTRICT; RUN PAYROLL AND MAINTAIN TAX FILINGS FOR DISTRICT; DEPOSIT TAX RECEIPTS INTO DISTRICT ACCOUNT
SANGAMON COUNTY FAIR ASSOCIATION
INVESTMENT-RELATED: NO
PO BOX 147, NEW BERLIN, IL 62670
AGRICULTURAL FAIR
TREASURER
START: 2005
HOURS/MONTH: 8
DURING SECURITIES TRADING: 0
DUTIES: REVIEW AND SIGN CHECKS TO PAY FAIR EXPENSES; ASSIST EXEC BOARD WITH FISCAL DECISIONS
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®
Start date: 2004
Experience
Current
April 15, 2003 - Present
BLANKENSHIP FINANCIAL PLANNING, LTD.
Office #1: 116 West Illinois Po Box 51, New Berlin, IL 62670-0051RIA
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)
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)Upgrade to AdvisorCheck Premium
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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
2
Regulatory assets under management
| Total Number of Accounts | 65 |
| AUM (Assets Under Management) | $ 18,351,603 |
Red Flags
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Company Information
BLANKENSHIP FINANCIAL PLANNING, LTD.
CRD#: 125651New Berlin, IL 62670-0051TRUST BUT VERIFY
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