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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-18-2005
- Office Locations
- 1
Office Locations
About Behlke Financial
Behlke Financial is an Ohio-based, CFP-led solo advisory practice run by Thomas W. Behlke with 26+ years’ experience. The firm provides holistic financial planning and portfolio management for retail clients, including estate, tax, charitable and business-succession planning plus insurance guidance. Investment approach centers on asset allocation and risk management using primarily mutual funds and annuities, with custody through Pershing.
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Owner & Executives
THOMAS WILLIAM BEHLKE
Financial Advisor, General Partner
- CRD
- #1290052
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,398,487 | -- |
| Non-Discretionary | $1,582,080 | -- |
| Total | $28,980,567 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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