Jean Ann Blanke (CRD# 3211313) is an Investment Advisor Representative working at Avantax Advisory Services in Plymouth, WI and has over 25 years of experience in the finance industry.
CRD# 2240211
Merit Financial Advisors
CRD# 5791309
Stifel, Nicolaus & Company, Incorporated
CRD# 2639123
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Plymouth, WI | Mar 2007 - Current | 17 |
| Avantax Insurance Agency, LLC | Plymouth, WI | Dec 2004 - Current | 19 |
| Avantax Investment Services, Inc. | Plymouth, WI | Sep 2004 - Current | 19 |
| Jean Ann Blanke ,ea | Plymouth, WI | May 2003 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1999 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2004 |
- WI
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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