Advisors at this firm
Jason C
Series 65
Dakota Dunes, SD
Blue Line Capital
Jason Cohrs is a financial advisor at Blue Line Capital with a Series 65 designation and one year of industry experience. He has been a self-employed commodity trader since 2010, currently operating under Blue Line Futures in Dakota Dunes, SD. Blue Line Capital is a registered investment adviser serving individuals, including high-net-worth clients, as well as institutional and tax-exempt entities. The firm combines fundamental and technical analysis with value and growth strategies, incorporating strategic and tactical asset allocation along with selective use of options and futures.
Christopher K
Series 65
Chicago, IL
Blue Line Capital
Christopher Khan is a financial advisor at Blue Line Capital in Chicago, holding a Series 65 designation with one year of industry experience. Prior to joining Blue Line Capital, he worked at ExxonMobil and Craze Marketing and has been a full-time student until recently. Blue Line Capital is a registered investment adviser serving individuals, including high-net-worth clients, as well as institutional and tax-exempt entities. The firm employs a combination of fundamental and technical analysis to manage assets through value and growth strategies, offering discretionary asset management alongside modular financial planning services.
Daniel W
Series 65
Chicago, IL
Blue Line Capital
Daniel White is a financial advisor at Blue Line Capital with a Series 65 designation and over eight years of experience in the industry. He previously worked at Myst Capital, Weiss Brothers Trading, and First Bank & Trust. Blue Line Capital provides discretionary asset management and written financial planning services to individuals, including high-net-worth clients, as well as institutional and tax-exempt entities. The firm’s investment approach combines fundamental and technical analysis, employing both value and growth strategies along with strategic and tactical asset allocation.
Phillip S
Series 65, Series 66
Miramar Beach, FL
Blue Line Capital
Phillip Streible is a financial advisor at Blue Line Capital with three years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at RJ O'Brien Associates for eight years. He is also the Chief Market Strategist at Blue Line Futures LLC, a commodities firm. Blue Line Capital provides discretionary asset management and financial planning services to individuals, including high-net-worth clients, as well as institutional and tax-exempt entities. The firm employs a blend of fundamental and technical analysis, using both value and growth strategies along with strategic and tactical asset allocation.
Jacob S
CFP®, Series 66
Chicago, IL
Blue Line Capital
Jacob Shamblott is a financial advisor at Blue Line Capital in Chicago, IL, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at BNY Mellon, BMO Harris Bank, LPL Financial, Bank of America, and Merrill. Blue Line Capital is a registered investment adviser serving individuals, including high-net-worth clients, as well as institutional and tax-exempt entities. The firm employs a blend of fundamental and technical analysis to implement value and growth strategies, offering discretionary asset management and modular financial planning services.
William B
Series 65
Chicago, IL
Blue Line Capital
William Baruch is a Series 65 licensed advisor with Blue Line Capital in Chicago, IL, bringing six years of industry experience. He holds leadership roles as President at Blue Line Futures and Rock Creek Capital Management, alongside his advisory work. Blue Line Capital is a registered investment adviser offering discretionary asset management and financial planning to individuals, including high-net-worth clients, as well as institutional and tax-exempt entities. The firm employs a blend of fundamental and technical analysis with value and growth strategies, incorporating strategic and tactical asset allocation along with selective use of options and futures.