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BB

Brian R. Blakeman

ONWARD FINANCIAL ADVISING LLC
Sammamish, WA
Some features on this profile are disabled
CRD#: 7565137
BB

Professional summary

Brian Raymond Blakeman is a registered financial advisor currently at ONWARD FINANCIAL ADVISING LLC located in Sammamish, Washington.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Brian has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

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.
Brian Blakeman is currently employed as an Engineering Manager at The Boeing Company located at 929 Long Bridge Drive, Arlington, VA 22202. Mr. Blakeman provides technical direction to a design engineering team regarding processes, tools, technology and deliverables. This may create a potential conflict of interest because Mr. Blakeman dedicates 90% of his time during trading hours to this activity, however, as a fiduciary, Mr. Blakeman has a duty of utmost good faith to act solely in the best interests of each Client and will ensure all Client's needs are promptly addressed. This conflict is mitigated as OFA's investment strategy does not involve daily active trading and Mr. Blakeman will not recommend nor perform any transaction on behalf of a client in the common stock of Boeing (NYSE: BA). Mr. Blakeman's position at The Boeing Company is non investment-related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Raymond Blakeman'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 30, 2024 - Present

ONWARD FINANCIAL ADVISING LLC

RIA
CRD#: 329602
Sammamish, WA
Past

June 21, 2022 - October 30, 2023

EMERALD ADVISORS, LLC

RIA
CRD#: 305125
BELLEVUE, WA

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
Washington
(4/30/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/23/2022
Uniform Investment Adviser Law Examination

Current Firm

OF
ONWARD FINANCIAL ADVISING LLC
ONWARD FINANCIAL ADVISING LLC

CRD#: 329602 / SEC#:

Washington
Registered Investment Advisory firm - (4/30/2024 Approved)
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Contact information

Main Address
Sammamish, WA
Mailing Address
Phone number
(425) 725-7882
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts1
AUM (Assets Under Management)$ 5,344

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

ONWARD FINANCIAL ADVISING LLC

CRD#: 329602Sammamish, WA

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