CRD: 324019
Blackhawk Financial Advisors
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- Custodian
- American Funds · Charles Schwab & Company · Fidelity/NFS · Invesco · Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- Meridian quantum
- Established Date
- 04-18-2023
- Office Locations
- 1
Office Locations
About Blackhawk Financial Advisors
Blackhawk Financial Advisors is a fee-based RIA and financial planning firm delivering in-depth, tax-aware planning and investment management for business owners, executives, entrepreneurs, families and other individuals. The lead planner is both an attorney and CFP, bringing legal and planning analysis to retirement, business exit, insurance/risk and estate decisions. Portfolios emphasize diversified income (stocks/bonds, real estate, annuities) and are custodied at Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Services
Technology
Owner & Executives
DIANE ROBIN JOHNSON
Chief Compliance Officer, Chief Executive Officer, Investment Advisor
- CRD
- #2941575
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,067,042 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,067,042 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,067,042
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,209,094,915 | 18.8% |
| Cash | $2,308,856,780 | 35.9% |
| U.S. Government/Agency | $2,913,404,237 | 45.3% |
| Total | $6,431,355,932 | 100.0% |