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James Kevin Blankenship

Blankenship Financial Planning, Ltd.

New Berlin, IL

CRD 4638986

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Employer firm

Blankenship Financial Planning, Ltd. CRD 125651

$18.4M regulatory AUM 65 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Blankenship Financial Planning, Ltd.

116 West Illinois, New Berlin, IL 62670 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2003-04-15
  • IL RA
    APPROVED
    Since 2003-04-15

Branch Locations

116 West Illinois Po Box 51, New Berlin, IL 62670-0051 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aig Springfield IL 08/1987 Present
  • 08/1987 → Present
    Aig
    Springfield, IL
Other Businesses

NEW BERLIN FIRE PROTECTION DISTRICT INVESTMENT-RELATED: NO PO BOX 224, NEW BERLIN, IL 62670 FIRE PROTECTION TREASURER START: 2006 HOURS/MONTH: 4 DURING SECURITIES TRADING: 2 DUTIES: RECEIVE AND PAY BILLS FOR THE DISTRICT; RUN PAYROLL AND MAINTAIN TAX FILINGS FOR DISTRICT; DEPOSIT TAX RECEIPTS INTO DISTRICT ACCOUNT SANGAMON COUNTY FAIR ASSOCIATION INVESTMENT-RELATED: NO PO BOX 147, NEW BERLIN, IL 62670 AGRICULTURAL FAIR TREASURER START: 2005 HOURS/MONTH: 8 DURING SECURITIES TRADING: 0 DUTIES: REVIEW AND SIGN CHECKS TO PAY FAIR EXPENSES; ASSIST EXEC BOARD WITH FISCAL DECISIONS

Designations
  • Certified Financial Planner
Other Names
  • Jim Blankenship

View on SEC IAPD

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