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Brian Lee Blankenburg

Wilon Wealth Management

Clear Lake, IA

Urbandale, IA

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Current Employers
Wilon Wealth Management

2400 86Th Street Suite 32, Urbandale, IA 50322 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2022-02-04
TX RA APPROVED 2022-02-04
  • IA RA
    APPROVED
    Since 2022-02-04
  • TX RA
    APPROVED
    Since 2022-02-04

Branch Locations

9 Plaza Drive Ste 4, Clear Lake, IA 50428 • United States

2400 86Th Street Suite 32, Urbandale, IA 50322 • 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
Bancwest Investment Services Highlands Ranch CO 03/2012 11/2017
Bank Of The West West Des Moines IA 09/2008 11/2017
Bank Of The West West Des Moines IA 11/2017 01/2022
Wilon Wealth Management Clear Lake IA 01/2022 Present
Wilon Wealth Management Clear Lake IA 01/2022 Present
  • 03/2012 → 11/2017
    Bancwest Investment Services
    Highlands Ranch, CO
  • 09/2008 → 11/2017
    Bank Of The West
    West Des Moines, IA
  • 11/2017 → 01/2022
    Bank Of The West
    West Des Moines, IA
  • 01/2022 → Present
    Clear Lake, IA
  • 01/2022 → Present
    Clear Lake, IA
Previous Registrations
  • 2012-07-31 → 2017-11-03
    Bancwest Investment Services, Inc.
    Highlands Ranch, CO
    Centennial, CO
    West Des Moines, IA
    Coralville, IA
    Bloomfield, IA
    Cedar Rapids, IA
    Des Moines, IA
    Cedar Rapids, IA
    Clive, IA
    Urbandale, IA
    West Des Moines, IA
    Boone, IA
    Lamoni, IA
    Clive, IA
    Ames, IA
    Ankeny, IA
    Des Moines, IA
    Des Moines, IA
    Indianola, IA
    Harlan, IA
    Carroll, IA
    Johnston, IA
    Woodbine, IA
Other Businesses

1) Real estate investing. I receive no commissions, this is for personal investment with family and friends. Spend approx 10 hours per month on this activity. 2) Insurance - Non-investment related - Clear Lake, IA - Insurance Sales - Agent - 10/2023 - 4 hours per monrh

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-04
S66 Uniform Combined State Law Examination 2012-07-30
  • S65 Uniform Investment Adviser Law Examination
    2022-02-04
  • S66 Uniform Combined State Law Examination
    2012-07-30

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