Advisor at Blackridge Asset Management, LLC
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
Blackridge Asset Management, LLC
Location
Schaumburg, IL 60173
Credentials
Series 63, Series 65
Industry experience
15 years
Kevin Geiger is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at The Retirement Guys Formula, Retirement Wealth Advisors, PEAK Brokerage Services, Geiger Investments, Alchemy Advisors, and LPL Financial. Blackridge Asset Management provides personalized financial planning, asset management, and consulting services to individuals, high-net-worth clients, pension plans, trusts, and small businesses. The firm’s investment approach incorporates client risk profiles, model portfolios, and third-party managers, delivering services through fee-based management and sub-advisory arrangements.
Based on Blackridge Asset Management, LLC
IARs may charge retainer fees for financial planning, consulting and/or asset management services; terms stated in client agreement
Some IARs may be dually registered as Registered Representatives and receive commissions on securities and insurance products; BAM does not share in these commissions
Account minimum: $150,000 standard minimum for multiple manager portfolio accounts; $100,000 for TPMM strategies; $25,000 for Advisor as Portfolio Manager Programs; BAM may accept accounts below these thresholds at its discretion Minimum fee: Minimum account fees expressed in annual amounts, assessed quarterly (e.g., $100 minimum annual fee assessed as $25 per quarter) Fee-only: Primarily a fee-only investment advisory firm; advisory fees charged as percentage of assets under management, varying by asset level and investment style
10 North Martingale Rd, Suite 400
Schaumburg, IL 60173
Illinois · South Carolina
The Retirement Guys Formula
2019 - Present (7 years)
Blackridge Asset Management
2018 - Present (8 years)
Retirement Wealth Advisors
2018 - 2018 (1 year)
PEAK Brokerage Services, LLC
2018 - Present (8 years)
Geiger Investments
2015 - Present (11 years)
Alchemy Advisors, LLC
2015 - 2018 (3 years)
LPL Financial, llc
2015 - 2018 (3 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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