Advisor at Parsonex Advisory Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Parsonex Advisory Services, Inc.
Location
Englewood, CO 80112
Credentials
Series 63, Series 65
Industry experience
1 year
Blake Anderson is a financial advisor at Parsonex Advisory Services, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Charles Schwab & Co., Inc. Outside of his advisory role, he provides customer service support for mobile ticketing at Denver Broncos home games. Parsonex Advisory Services is an SEC-registered investment adviser that offers financial planning and portfolio management to individuals, pooled investment vehicles, pension plans, charitable organizations, and businesses. The firm employs a multi-manager approach, utilizing third-party advisers and sub-advisors to tailor asset allocation and risk profiles for its clients.
Based on Parsonex Advisory Services, Inc.
Based on Parsonex Advisory Services, Inc.
Negotiated fixed fees for financial planning services
Under $1,000,000 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.80% $3,000,000 - $5,000,000: 0.60% Over $5,000,000+: 0.40%
Minimum of $100 per hour
Account minimum: $100,000 Minimum fee: $250.00 minimum annual fee Fee-only: Hourly fees generally at a minimum of $100 per hour; fixed fees negotiable
8310 S. Valley Highway, Suite 110
Englewood, CO 80112
California · Colorado
Parsonex Securities, Inc.
2025 - Present (1 year)
Charles Schwab
2024 - 2025 (1 year)
The Home Depot
2023 - 2024 (1 year)
Denver Broncos
2022 - Present (4 years)
Rexel USA
2022 - 2022 (1 year)
Towne Park
2021 - 2024 (3 years)
Colorado State University
2021 - 2023 (2 years)
Full Time Education
2020 - 2024 (4 years)
Unemployed
2020 - 2021 (1 year)
In-N-Out
2019 - 2020 (1 year)
Full Time Education
2016 - 2020 (4 years)
Full Time Education
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Parker, CO
Elite Wealth Management
CFP®, Series 63, Series 65, Series 66
Denver, CO
46 North Financial
Series 63, Series 65
Denver, CO
Skidmore Advisory Services, Inc.
CFP®, Series 65
Greenwood Village, CO
Sample Financial Solutions, LLC
CFP®, Series 66
Centennial, CO
Financial Solution Advisors Corp.
Series 63, Series 66
Centennial, CO
Visionary Planning & Investment, LLC
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