NB
Nicholas A. Blankl
CONSILIUM WEALTH ADVISORY
WEST LINN, OR
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CRD#: 5665260
NB
Professional summary
Nicholas Adolph Blankl, who also goes by Nick A Blankl, Nick Adolph Blankl, is a registered financial advisor currently at CONSILIUM WEALTH ADVISORY, LLC located in West Linn, Oregon and BLACK OAK INVESTMENT MANAGEMENT COMPANY located in West Linn, Oregon.
Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Nicholas has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nick A Blankl | Nick Adolph Blankl
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.
(1) Consilium Wealth Advisory LLC; Investment-related; West Linn, Oregon 97068; Investment Advisory; Investment Advisor Representative; 120hrs; Provide investment advisory services. (2) Black Oak Investment Management Company, LLC; Investment Related; West Linn, Or, Retirement Plan Advisory Services, Investment Advisor Representative and Managing Member; Start Date of the Relationship: March 6, 2020 Approximate Number of Hours/Month You Devote to Other Business: 10 hrs/month Number of Hours Devoted to Other Business During Securities Trading Hours: 5hrs/month Briefly Describe Your Duties for the Other Business: Provide retirement plan advisory services to plan sponsors and participants. (3) Treasurer; International Leadership Academy; Is the business investment related: No; Location of the business: 14788 Boones Ferry Rd Lake Oswego OR 97035 USA; Description of the business: day care through 5 grade French language immersion school; Responsibilities Duties: Financial oversight and long term strategy execution; Start date with business: 2021-02-01; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0;
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Adolph Blankl'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®
NoneExperience
Current
August 25, 2015 - Present
CONSILIUM WEALTH ADVISORY, LLC
RIA
CRD#: 164993
WEST LINN, OR
Current
June 12, 2020 - Present
BLACK OAK INVESTMENT MANAGEMENT COMPANY
RIA
CRD#: 308421
West Linn, OR
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".
CW
CONSILIUM WEALTH ADVISORY, LLC
CONSILIUM WEALTH ADVISORY, LLC
CRD#: 164993 / SEC#: 801-120593
RIA
Registered Investment Advisory firm - (3/24/2021 Approved)California
Registered Investment Advisory firm - (4/29/2021 Terminated)Florida
Registered Investment Advisory firm - (3/30/2021 Terminated)Louisiana
Registered Investment Advisory firm - (4/1/2021 Terminated)Oregon
Registered Investment Advisory firm - (4/5/2021 Terminated)Texas
Registered Investment Advisory firm - (3/30/2021 Terminated)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
Oregon(8/25/2015)
IAR
Texas(8/31/2015)
Exams
Current Firm
CW
CONSILIUM WEALTH ADVISORY, LLC
CONSILIUM WEALTH ADVISORY, LLC
CRD#: 164993 / SEC#: 801-120593
RIA
Registered Investment Advisory firm - (3/24/2021 Approved)California
Registered Investment Advisory firm - (4/29/2021 Terminated)Florida
Registered Investment Advisory firm - (3/30/2021 Terminated)Louisiana
Registered Investment Advisory firm - (4/1/2021 Terminated)Oregon
Registered Investment Advisory firm - (4/5/2021 Terminated)Texas
Registered Investment Advisory firm - (3/30/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Frisco, TX
Mailing Address
Phone number
(214) 299-5114
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 465 |
| AUM (Assets Under Management) | $ 312,556,746 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/22/2025 | ||
| 11/25/2024 | ||
| 10/24/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
