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Blake Prentiss Allen

PINION INVESTMENT ADVISORS, LLC·WICHITA, Kansas
SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 99TOCFPClean record19 years registeredPINION INVESTMENT ADVISORS, LLC
1605 NORTH WATERFRONT PARKWAY, WICHITA, KS 67206CRD# 5187919Firm CRD# 114556

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Blake Prentiss Allen · WICHITA, KS
Registration
CRD #5187919 · PINION INVESTMENT ADVISORS, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

PINION WEALTH MANAGEMENT, LLC
Sep 2006 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 52TO
Series 53
Series 63
Series 99TO
Registration record
First registered · September 7, 2006
Years registered · 19
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PINION INVESTMENT ADVISORS, LLC
CRD 114556 · SEC 801-63322
AUM
$494M
Regulatory assets under management
Employees
8
1,211 client accounts
Services offered by PINION INVESTMENT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PINION INVESTMENT ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Blake Prentiss Allen offer?
Blake Prentiss Allen specializes in Financial Planning, Investment Management. Contact their office in WICHITA, Kansas for a consultation.
What are Blake Prentiss Allen's credentials?
Blake Prentiss Allen holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Blake Prentiss Allen located?
Blake Prentiss Allen is based in WICHITA, Kansas, working with PINION INVESTMENT ADVISORS, LLC. Their office serves clients in the WICHITA metropolitan area and surrounding communities.
How does Blake Prentiss Allen charge for services?
Blake Prentiss Allen's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor/referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PINION INVESTMENT ADVISORS, LLC?
PINION INVESTMENT ADVISORS, LLC has approximately 8 employees and manages $494M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PINION INVESTMENT ADVISORS, LLC

Sheryl Anne Meyer
WICHITA, KS
Steven Joseph Callahan
WICHITA, KS

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