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Current Employers
Consilium Wealth Advisory, Llc

Frisco, TX • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-06-24
TX RA APPROVED 2015-08-31
  • OR RA
    APPROVED
    Since 2025-06-24
  • TX RA
    APPROVED
    Since 2015-08-31

Branch Locations

West Linn, OR • United States

Frisco, TX • United States

Black Oak Investment Management Company

West Linn, OR • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-06-24
  • OR RA
    APPROVED
    Since 2025-06-24

Branch Locations

West Linn, OR • 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
Consilium Wealth Advisory West Linn OR 08/2015 Present
Black Oak Investment Management Company Llc West Linn OR 03/2020 Present
  • 08/2015 → Present
    Consilium Wealth Advisory
    West Linn, OR
  • 03/2020 → Present
    Black Oak Investment Management Company Llc
    West Linn, OR
Other Businesses

(1) Consilium Wealth Advisory LLC; Investment-related; West Linn, Oregon 97068; Investment Advisory; Investment Advisor Representative; 120hrs; Provide investment advisory services. (2) Black Oak Investment Management Company, LLC; Investment Related; West Linn, Or, Retirement Plan Advisory Services, Investment Advisor Representative and Managing Member; Start Date of the Relationship: March 6, 2020 Approximate Number of Hours/Month You Devote to Other Business: 10 hrs/month Number of Hours Devoted to Other Business During Securities Trading Hours: 5hrs/month Briefly Describe Your Duties for the Other Business: Provide retirement plan advisory services to plan sponsors and participants. (3) Treasurer; International Leadership Academy; Is the business investment related: No; Location of the business: 14788 Boones Ferry Rd Lake Oswego OR 97035 USA; Description of the business: day care through 5 grade French language immersion school; Responsibilities Duties: Financial oversight and long term strategy execution; Start date with business: 2021-02-01; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0;

Designations
Other Names
  • Nick A Blankl
  • Nick Adolph Blankl

View on SEC IAPD

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