CRD: 125651
Blankenship Financial Planning, Ltd.
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- Custodian
- Charles Schwab & Company · Principal · TD Ameritrade
- Clients
- Retail
- Platforms
- Atlas north
- Established Date
- 04-15-2003
- Office Locations
- 1
Office Locations
About Blankenship Financial Planning, Ltd.
Blankenship Financial Planning, Ltd. provides financial planning and ongoing investment management for individuals nearing or in retirement, with an emphasis on retirement readiness, second-opinion planning, and account transitions such as 401(k)-to-IRA rollovers. The team highlights technical work around NUA and 72(t) early-withdrawal rules and uses ETF- and index-oriented portfolios. Custody includes Charles Schwab.
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Owner & Executives
JAMES KEVIN BLANKENSHIP
Owner, President
- CRD
- #4638986
- Ownership
- 75% or more
STERLING LEE RASKIE
Vice President
- CRD
- #5074842
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,351,603 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,351,603 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,351,603
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,681,044,298 | 39.0% |
| Equity - OTC | $625,003,649 | 14.5% |
| Cash | $2,004,322,049 | 46.5% |
| Total | $4,310,369,996 | 100.0% |