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Blacktower Financial Management (Us) LLC CRD 289142
$254M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4700 Millenia Boulevard Sute 175, Orlando, FL 32839 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-09-23 |
Branch Locations
Indianapolis, IN • United States
4700 Millenia Boulevard Sute 175, Orlando, FL 32839 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America Merrill | Indianapolis | IN | 07/2015 | 11/2021 |
| Fifth Third Securities | Indianapolis | IN | 02/2022 | 03/2023 |
| Unemployed | Indianapolis | IN | 11/2021 | 02/2022 |
| Fifth Third Securities | Indianpolis | IN | 02/2022 | 03/2023 |
| Exemplar Capital, Llc | Boston | MA | 03/2023 | 10/2023 |
| Exemplar Wealth Advisors Llc | Boston | MA | 03/2023 | 10/2023 |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 10/2023 | 11/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2023 | 11/2023 |
| Mars Solutions Group | Waukesha | WI | 10/2023 | 11/2023 |
| Fennel Financials Llc | New York | NY | 06/2024 | 05/2025 |
| Complete Compliance Solutions | Indianapolis | IN | 10/2023 | Present |
| Fs Vector | Washington | DC | 06/2024 | 01/2025 |
| Blacktower Financial Management (Us) Llc | Indianapolis | IN | 08/2024 | Present |
Complete Compliance Solutions LLC - Compliance consulting services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-06 |
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