Advisor at Wilon Wealth Management
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Firm
Wilon Wealth Management
Location
Clear Lake, IA 50428
Credentials
Series 65, Series 66
Industry experience
9 years
Brian Blankenburg is a financial advisor at Wilon Wealth Management with nine years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Wilon Wealth Management in 2022, he worked at Bank of the West and BancWest Investment Services from 2008 to 2017. Outside of advising, he is involved in personal real estate investing with family and friends. Wilon Wealth Management provides financial planning and asset management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a planning-driven, goal-focused investment approach emphasizing diversified, low-cost, tax-efficient strategies tailored to client objectives.
Based on Wilon Wealth Management
Based on Wilon Wealth Management
Financial planning fees range from $2,500 up to $5,000 as a flat fee based on scope and complexity.
Advisors receive compensation for sale of investment products; commissions are not primary source of compensation.
Between $150 and $350 per hour for financial planning services.
Account minimum: $250,000
9 Plaza Drive Ste 4
Clear Lake, IA 50428
Iowa · Texas
Wilon Wealth Management
2022 - Present (4 years)
Wilon Wealth Management
2022 - Present (4 years)
Bank of the West
2017 - 2022 (5 years)
BancWest Investment services
2012 - 2017 (5 years)
Bank of the West
2008 - 2017 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
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.
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.
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