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Sterling Lee Raskie

Blankenship Financial Planning, Ltd.

New Berlin, IL

CRD 5074842

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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 2013-01-25
  • IL RA
    APPROVED
    Since 2013-01-25

Branch Locations

116 West Illinois, New Berlin, IL 62670 • 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
Blankenship Financial Planning, Ltd New Berlin IL 07/2012 Present
Previous Registrations
Other Businesses

07/2009 THE AMERICAN COLLEGE, 270 S. BRYN MAWR AVE., PHILADELPHIA, PA; ONLINE CLASSES; MODERATOR; MODERATE ONLINE CLASSES ON PROSPECTING, MARKETING, ETC.; 2 HRS/WEEK; NONE DURING TRADING. 06/2012 - DALTON EDUCATION 5400 LAUREL SPRINGS PKWY #202, SUWANEE, GA 30024 - CFP CERTIFICATION EDUCATION. APPROX 24 HOURS/YEAR. NONE DURING TRADING. 01/2012 - LINCOLN LAND COMMUNITY COLLEGE 5250 SHEPHERD RD, SPRINGFIELD, IL 62794. COMMUNITY EDUCATION APPROX 2 HRS PER WEEK. NONE DURING TRADING. 12/2012 - ZEIDERS 2750 KILLARNEY DRIVE, SUITE 100, WOODBRIDGE, VA 22192 PERSONAL FINANCIAL COUNSELING FOR MILITARY SERVICEMEMBERS. 20 HOURS PER MONTH, NONE DURING TRADING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-06-10
S63 Uniform Securities Agent State Law Examination 2006-04-12
  • S65 Uniform Investment Adviser Law Examination
    2010-06-10
  • S63 Uniform Securities Agent State Law Examination
    2006-04-12
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

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