Sterling L. Raskie

BLANKENSHIP FINANCIAL PLANNING, LTD.

New Berlin, IL 62670

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CRD#: 5074842

Professional summary

Sterling Lee Raskie, CFP® is a registered financial advisor currently at BLANKENSHIP FINANCIAL PLANNING, LTD. located in New Berlin, Illinois.

Sterling is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Sterling has worked at 3 firms and has passed the Series 65, Series 63 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sterling Lee Raskie'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: 2011

Experience

Current

January 25, 2013 - Present

BLANKENSHIP FINANCIAL PLANNING, LTD.

Office #1: 116 West Illinois, New Berlin, IL 62670

RIA

CRD#: 125651

New Berlin, IL

Past

June 14, 2010 - July 19, 2012

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

CHICAGO, IL

Past

June 7, 2010 - July 19, 2012

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

CHICAGO, IL

Past

April 13, 2006 - June 7, 2010

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

MADISON, WI

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
(1/25/2013)

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

State Security Law Exam

IAR

Series 65

Date: 6/10/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/12/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 4/12/2006

Investment Company Products/Variable Contracts Representative Examination

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

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

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Sterling L. Raskie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sterling Lee Raskie's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLANKENSHIP FINANCIAL PLANNING, LTD.

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

FARMERS FINANCIAL SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/10/2010

Series 63

Date: 4/12/2006

Series 6

Date: 4/12/2006

Current Firm

BLANKENSHIP FINANCIAL PLANNING, LTD.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLANKENSHIP FINANCIAL PLANNING, LTD.

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