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Jim Blankenship

Jim Blankenship
Other Names: James Kevin Blankenship
Firm: Blankenship Financial Planning, Ltd.
Advisor Location:
New Berlin, IL
Advisor AUM: $8,000,000
Firm Primary Clients: Individuals
Type: RIA

Description

Jim Blankenship is a representative at Blankenship Financial Planning, Ltd. in New Berlin, IL. Blankenship Financial Planning, Ltd. primarily manages accounts for individuals and high net worth individuals and has more than $8M in assets under management. This advisor is registered with the SEC. This advisor's firm is state-registered.

BrightScope Advisor Metrics

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Answers and Guides

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Level 9 Level 9 Contributor 33 Answers and 0 Financial Guides

Top Answers

If someone is on your site, I know they have all of the proper certifications, et. Does that mean someone like Bernie Madoff could be there and look ok? Did he have the same certs or not? If so, how can I be sure I am not picking another Madoff?

Answered Feb 15, 2012 near New Berlin, Ill
6 votes
Tom, Technically, yes, an advisor like Bernie Madoff could be on this site. One of the biggest issues that investors with Madoff faced was due to the fact that there were no third parties involved in the process. By this I mean that Madoff handled all ...(more)

I am wanting to know how to contact someone about my 401?

Answered Jan 24, 2012 near New Berlin, Ill
6 votes
You should be able to contact the successor company, New Life Transport Parts Center, Inc (847-504-2000) and explain your situation, and they should be able to get you in touch with the 401(k) custodian for your plan. Hope this helps - jb

How do I cash in my annuity?

Answered Jan 24, 2012 near New Berlin, Ill
4 votes
When you retire with a retirement plan in the form of an annuity, you have several options to choose from: 1) take the annuity payments (possibly beginning on a date in the future); 2) rollover the annuity as a lump sum into another retirement plan such ...(more)
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Top Guides

Jim Blankenship has not contributed any Financial Guides on Financial Q&A.
*Answers and guides are provided without compensation.

Advisor Information

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Articles/Publications

An IRA Owner's Manual

A guide to the Individual Retirement Arrangement for folks who need more information about strategies, rules, and other tips and tricks.

A Social Security Owner's Manual

A guide to the Social Security system for retirees, future retirees and advisors of retirees. All the essential information about the Social Security system is in one small place.

Getting Your Financial Ducks In A Row

Blog that covers topics on retirement, taxes, and Social Security.

Social Media

Advisor Assets Under Management

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$8.0M
Total Assets
80
Clients
$100.0K
Estimated Average Account Balance Per Client
*An individual AUM and number of accounts has been entered by the advisor and has not been verified.

Firm Client Types

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ownership pie chart
Individuals
High Net Worth Individuals

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Experience and Employment History

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Employer Years Dates
AIG 24 years, 10 months Aug 1987 - Present
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 11/22/2010, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

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Regulator
SEC
License Status
Registered
Disclosures

No Disclosures Found
As of Date
11/22/2010
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.

Advisor Exams

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Exam Series Passed Date

There is currently no information available.

Advisor Compensation Arrangements

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Fee Only
Advisor

This advisor has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.