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Blane Thompson

Advisor at Pelican Investment Advisors, LLC

Updated today

Location

Amarillo, TX 79121

Credentials

Series 65

Industry experience

< 1 year

About

Blane Thompson is a financial advisor with Pelican Investment Advisors, LLC in Amarillo, TX. He holds a Series 65 designation and has been in the industry since 2025. In addition to his advisory role, he owns and manages BT Cattle Co., a cattle and ranching business. He is also an insurance agent with T Financial Concepts LLC, where he has worked since 2015. Pelican Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, and businesses. The firm employs a variety of investment approaches tailored to client objectives and maintains close operational connections with accounting and tax advisory services.

Client services

Based on Pelican Investment Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Pelican Investment Advisors, LLC

Annuities Wealth management Cash flow / budgeting

Fee options

Fixed

$100 to $20,000 per project for financial planning

Percentage

Up to 2.00% annually, charged quarterly in arrears

Project-based

$150 - $350 per hour, negotiable

Subscriptions

$750 - $1,200 per quarter, negotiated for subscription retainer services

Location

8201 Sw 34th Ave., Ste. B

Amarillo, TX 79121

Most active in

Texas

Work history

Pelican Investment Advisors

2025 - Present (1 year)

T Financial Concepts LLC

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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James A

Series 66

Amarillo, TX

Adams Wealth Management

James Adams is a financial advisor at Adams Wealth Management in Amarillo, TX, with 15 years of industry experience. He has held his current role since 2014 and previously worked at Hilltop Securities Independent Network for two years. He holds the Series 66 designation. Adams Wealth Management is an independent advisory firm managing approximately $13.6 million across 29 client accounts. The firm offers discretionary portfolio management and comprehensive financial planning services to individual, including high-net-worth, and corporate clients. It uses a client-specific approach to portfolio construction and sponsors a wrap fee program that covers investment management and transaction costs under a single fee.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Self-insurance strategies
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Charles K

Series 63

Amarillo, TX

Kitsman Investment Management

Charles Kitsman is the principal of Kitsman Investment Management in Amarillo, TX, with 44 years of industry experience. He holds a Series 63 designation and has previously worked at Purshe Kaplan Sterling Investments and Argentus Advisors. Outside of his advisory work, Kitsman owns a landscape photography business and serves as president of the board for a preschool serving low-income families. Kitsman Investment Management provides asset management and advisory services to individuals, trusts, estates, charitable organizations, and plan sponsors. The firm uses a combination of fundamental and technical analysis, offers both discretionary and non-discretionary portfolio management, and frequently advises pension and profit-sharing plans.

Retirement plans for business owners (SEP, solo 401k)
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Bradley C

Series 63, Series 66

Amarillo, TX

Double Seven Wealth Group, LLC

Bradley Clark is a financial advisor at Double Seven Wealth Group, LLC in Amarillo, TX, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Firstbank Southwest and Wells Fargo Advisors. Clark is also licensed as a General Lines Agent in Texas, allowing him to offer insurance products alongside investment services. Double Seven Wealth Group serves individuals, high-net-worth clients, and small businesses by providing discretionary investment management and financial consulting. The firm emphasizes client education through seminars and workshops and uses a combination of fundamental and technical analysis alongside modern portfolio theory to create tailored investment strategies.

Real estate investing
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Roger R

Series 63, Series 66

Amarillo, TX

Kenai Investments, Inc.

Roger Remling is the sole advisor at Kenai Investments, Inc., an independent firm based in Borger, Texas. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Remling has been with Kenai Investments since 2003. Kenai Investments serves individual and high-net-worth clients, providing asset management, financial planning, business succession and executive benefits consulting, tax preparation assistance, and estate-planning support. The firm employs a combined fundamental and technical investment approach, offering both discretionary and non-discretionary services, and conducts formal quarterly account reviews tailored through client questionnaires.

Business succession planning Wealth management Options & derivatives strategies
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Derrick C

Series 65

Amarillo, TX

Hoyl Wealth Management, LLC

Derrick Caldwell is a financial advisor at Hoyl Wealth Management, LLC in Amarillo, TX, holding a Series 65 credential with one year of industry experience. He has prior experience at AIG and Bank of America. Outside of his advisory role, he serves as Chief Operating Officer and insurance agent at Hoyl Financial, LLC. Hoyl Wealth Management, LLC is an independent investment adviser serving individual and high-net-worth clients with investment advisory, financial planning, and managed account services. The firm employs a client-specific approach using asset allocation, technical analysis, and a mix of long- and short-term purchases, offering both discretionary and non-discretionary portfolio management.

Annuities
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Robert R

Series 63

Amarillo, TX

Spring Capital Management

Wealth management Long-term care insurance
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