Blayne A. Andersen
ARKADIOS WEALTH ADVISORS
Idaho Falls, ID 83402
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CRD#: 5727397
Professional summary
Blayne Allen Andersen, AIF®, CFP® is a registered financial advisor currently at ARKADIOS WEALTH ADVISORS located in Idaho Falls, Idaho and ARKADIOS CAPITAL located in Idaho Falls, Idaho.
Blayne is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Blayne has worked at 4 firms and has passed the Series 66, SIE and Series 7 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.
1. BANDER Investments Inc. DBA BANDER Wealth Management includes the sale of life, disability & Medicare Supplemental health insurance. Sell fixed index annuities. 2. Co-owner - Advanced Planning Educational Group, Inc. Company provides education to professionals in financial industry. Responsibilities include; management, company development/strategy, membership recruiting and teaching courses on aspects of financial planning. Start date: 3/1/19, approx. 3-5 hrs/mo with less than 5% during mkt hrs. 3. Co-owner - SIG, LLC, DBA Sargent Insurance Group. Insurance agency that contract with insurance professional to provide non-securities annuities and insurance products to the public. 1-2 hours/mo with less than 5% during mkt hrs. 4. Co-owner - Raybear Enterprises, DBA Sunnyside Auto, Ammon, ID. Auto sales and repair business. Start date: 12/1/17. Approx. 4-6 hrs/mo with less than 5% during market hrs. Not investment related. 5. Co-owner - RowleyWhiteRV, Ammon, ID. RV sales and repair business. Start date: 10/1/20. Approx. 8-10 hrs/mo with less than 10% during market hrs. Not investment related. 6. True Blue finance, Is Not Investment Related, auto loans and finance, analyst, 2020-10-01, 4 hours per month, 0 hours per month during trading hours, Other Compensation, Assist with financial modeling and underwriting. no compensation at this time. expected in future 7. Dream Leasing, Is Not Investment Related, Auto leases, owner, 2022-01-01, 1 hours per month, 0 hours per month during trading hours, No Compensation Compensation, Business that has a small number of auto leases. I do not have any day to day responsibilities. Managed by separate person. 8. Bob Moses Ceramic Coating, Is Not Investment Related, 3770 E Sunnyside Rd, Idaho Falls, Idaho, ID, 83406, Ceramic coating of cars, truck, rv and boats, part owner, 2022-03-01, 0 hours per month, 0 hours per month during trading hours, Other Compensation, Owner draws based on profitability. This is for a business/service provided at rv/car lot. separate business entity and part of a franchise. I am not involved in day to day activities, nor have business responsibilities."
CRS (Client Relationship Summary) - RIA
Click below to view Blayne Allen Andersen'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: 2013
Experience
Current
October 13, 2020 - Present
ARKADIOS WEALTH ADVISORS
Office #1: 810 Pancheri Dr, Idaho Falls, ID 83402RIA
CRD#: 288863
Idaho Falls, ID
Current
October 13, 2020 - Present
ARKADIOS CAPITAL
Office #1: 810 Pancheri Dr., Idaho Falls, ID 83402Office #2: 2006 South Eagle Road, Meridian, ID 83642BD
CRD#: 282710
Idaho Falls, ID
Past
February 14, 2011 - October 14, 2020
SPC
RIA
CRD#: 110692
IDAHO FALLS, ID
Past
October 29, 2009 - October 14, 2020
PARKLAND SECURITIES, LLC
BD
CRD#: 115368
IDAHO FALLS, ID
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".
AW
ARKADIOS WEALTH ADVISORS
1031 SOLUTIONS | ZIMCO CAPITAL | WHITESTONE WEALTH MANAGEMENT | WHEELER WEALTH | WEBB GARNER | WEALTHSTONE GROUP | WEALTH ARCHITECTS, INC. | TUCKER INVESTMENT COUNSEL | TNT FINANCIAL SERVICES, LLC | THOMPSON/PRATT CAPITAL MANAGEMENT LLC | THE OAK FINANCIAL GROUP | TEXAS REGIONAL BANK | TBAER WEALTH MANAGEMENT | STRIVE FINANCIAL | STEWARDSHIP WEALTH MANAGEMENT | SR BROWN FINANCIAL SERVICES | SOUTHPARK CAPITAL | SINCLAIR FINANCIAL | SHEPPARD MOSHER WEALTH MANAGEMENT | SELECT WEALTH ADVISORS LLC | SECURA WEALTH MANAGEMENT | RUSSELL TOTAL WEALTH AND WELLNESS | RIVERTAN FINANCIAL | REVOLUTION X | RESOURCE INVESTMENT ARCHITECTS | RBG CAPITAL | RANGER WEALTH | PROXIMITY FINANCIAL PARTNERS | PRESERVATION SPECIALISTS, LLC | PIEDMONT WEALTH PARTNERS | PERSONAL PORTFOLIOS | PERCH WEALTH | PEAK RETIREMENT GROUP | PARRY FINANCIAL ADVISORS | OAK FINANCIAL ADVISORS | NGC GLOBAL WEALTH MANAGEMENT | MOORE INVESTED | MONARCH CAPITAL ADVISORS | MCFARLIN CAPITAL, LLC | MATRIX WEALTH MANAGEMENT | KLESTINSKI RAPP MARMITT INVESTMENT COUNSEL | KINSHIP WEALTH PARTNERS | KG WEALTH | KEYSTONE CAPITAL PARTNERS GROUP | INTEGRITY FINANCIAL | HOLOS INTEGRATED WEALTH | HERITAGE PENSION ADVISORS | HARVEST WEALTH ADVISORS | GULF COAST WEALTH MANAGEMENT | GREGG LENTZ & ASSOCIATES | G.L. SMITH AND ASSOCIATES | FOUNDATION FINANCIAL GROUP | FORESIGHT FINANCIAL PARTNERS | EXCLUSIVE FINANCIAL RESOURCES | EXCLUSIVE ADVISORS LLC | EAST PACES GROUP | DOWNEAST PRIVATE WEALTH | CREATIVE CAPITAL WEALTH MANAGEMENT | CORBET CAPITAL | CLOVER CAPITAL PARTNERS | BOB BURKE FINANCIAL SERVICES | BLUECHIP WEALTH ADVISORS | BERG FINANCIALS | BANDER WEALTH MANAGEMENT | ARKADIOS WEALTH ADVISORS LLC | ARKADIOS WEALTH ADVISORS | AKERS FINANCIAL GROUP | AIM ADVISERS
CRD#: 288863 / SEC#: 801-110833
RIA
Registered Investment Advisory firm - (7/17/2017 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(10/13/2020)
RR
California(10/13/2020)
IAR
California(10/13/2020)
RR
Colorado(10/19/2020)
RR
Florida(10/13/2020)
RR
Georgia(10/19/2020)
RR
Idaho(10/16/2020)
IAR
Idaho(10/16/2020)
RR
Illinois(10/13/2020)
RR
Missouri(10/13/2020)
RR
Ohio(10/13/2020)
RR
Oregon(10/13/2020)
RR
South Carolina(10/13/2020)
RR
Tennessee(5/14/2021)
RR
Texas(10/13/2020)
IAR
Texas(10/13/2020)
RR
Utah(10/13/2020)
RR
Washington(10/13/2020)
RR
Wyoming(10/13/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AW
ARKADIOS WEALTH ADVISORS
1031 SOLUTIONS | ZIMCO CAPITAL | WHITESTONE WEALTH MANAGEMENT | WHEELER WEALTH | WEBB GARNER | WEALTHSTONE GROUP | WEALTH ARCHITECTS, INC. | TUCKER INVESTMENT COUNSEL | TNT FINANCIAL SERVICES, LLC | THOMPSON/PRATT CAPITAL MANAGEMENT LLC | THE OAK FINANCIAL GROUP | TEXAS REGIONAL BANK | TBAER WEALTH MANAGEMENT | STRIVE FINANCIAL | STEWARDSHIP WEALTH MANAGEMENT | SR BROWN FINANCIAL SERVICES | SOUTHPARK CAPITAL | SINCLAIR FINANCIAL | SHEPPARD MOSHER WEALTH MANAGEMENT | SELECT WEALTH ADVISORS LLC | SECURA WEALTH MANAGEMENT | RUSSELL TOTAL WEALTH AND WELLNESS | RIVERTAN FINANCIAL | REVOLUTION X | RESOURCE INVESTMENT ARCHITECTS | RBG CAPITAL | RANGER WEALTH | PROXIMITY FINANCIAL PARTNERS | PRESERVATION SPECIALISTS, LLC | PIEDMONT WEALTH PARTNERS | PERSONAL PORTFOLIOS | PERCH WEALTH | PEAK RETIREMENT GROUP | PARRY FINANCIAL ADVISORS | OAK FINANCIAL ADVISORS | NGC GLOBAL WEALTH MANAGEMENT | MOORE INVESTED | MONARCH CAPITAL ADVISORS | MCFARLIN CAPITAL, LLC | MATRIX WEALTH MANAGEMENT | KLESTINSKI RAPP MARMITT INVESTMENT COUNSEL | KINSHIP WEALTH PARTNERS | KG WEALTH | KEYSTONE CAPITAL PARTNERS GROUP | INTEGRITY FINANCIAL | HOLOS INTEGRATED WEALTH | HERITAGE PENSION ADVISORS | HARVEST WEALTH ADVISORS | GULF COAST WEALTH MANAGEMENT | GREGG LENTZ & ASSOCIATES | G.L. SMITH AND ASSOCIATES | FOUNDATION FINANCIAL GROUP | FORESIGHT FINANCIAL PARTNERS | EXCLUSIVE FINANCIAL RESOURCES | EXCLUSIVE ADVISORS LLC | EAST PACES GROUP | DOWNEAST PRIVATE WEALTH | CREATIVE CAPITAL WEALTH MANAGEMENT | CORBET CAPITAL | CLOVER CAPITAL PARTNERS | BOB BURKE FINANCIAL SERVICES | BLUECHIP WEALTH ADVISORS | BERG FINANCIALS | BANDER WEALTH MANAGEMENT | ARKADIOS WEALTH ADVISORS LLC | ARKADIOS WEALTH ADVISORS | AKERS FINANCIAL GROUP | AIM ADVISERS
CRD#: 288863 / SEC#: 801-110833
RIA
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Contact information
Main Address
2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305
Mailing Address
Phone number
(404) 445-0035
Established
Firm type
Fiscal year end
# of Employees
188
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,091 |
| AUM (Assets Under Management) | $ 3,856,398,203 |
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.
Company Information
ARKADIOS WEALTH ADVISORS
CRD#: 288863Idaho Falls, ID 83402TRUST BUT VERIFY
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