William E. Blanken

BLANKEN MANAGEMENT CORP

Freeport, FL

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CRD#: 6492015

Professional summary

William Edward Blanken JR is a registered financial advisor currently at BLANKEN MANAGEMENT CORP located in Freeport, Florida.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. William has worked at 1 firm and has passed the Series 65 exam.

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.

SYSCO FOOD, non investment related, 03/2011 to Present, SERVICE MARKETING ASSOCIATE, CONSULT FOOD SERVICE ESTABLISHMENTS, 50 hours/week,

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Edward Blanken JR'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®

None

Experience

Current

April 4, 2016 - Present

BLANKEN MANAGEMENT CORP

RIA

CRD#: 226546

Freeport, FL

Past

April 4, 2016 - December 31, 2019

BLANKEN MANAGEMENT CORP

RIA

CRD#: 226546

FREEPORT, FL

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

Florida
(4/4/2016)

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: 4/11/2015

Uniform Investment Adviser Law Examination

Current Firm

BLANKEN MANAGEMENT CORP

CRD#: 226546 / SEC#:

Florida

Registered Investment Advisory firm - (4/4/2016 Approved)

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Contact information

Main Address

Freeport, FL

Mailing Address

Phone number

(570) 236-0076

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	46
AUM (Assets Under Management)	$ 3,054,994

Red Flags

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

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William E. Blanken

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Edward Blanken JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLANKEN MANAGEMENT CORP

BLANKEN MANAGEMENT CORP

State Registrations and Notice Filings

Exams

Series 65

Date: 4/11/2015

Current Firm

BLANKEN MANAGEMENT CORP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLANKEN MANAGEMENT CORP

TRUST BUT VERIFY

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