About BlockWall Strategies, Inc
We all have things we want to accomplish in life, and they dont just happen by accident. It takes planning and preparation to get to where you want to go, and thats why you need a financial strategist by your side who cares about your dreams and is passionate about helping you make them a reality.
At BlockWall Strategies, we start by getting to know you and creating a financial snapshot of your current situation so you can see exactly where you are right now. Then well talk in depth about where you want to go, and help you assess the different paths you could take to get there. We know that every dollar you earn goes somewhere, and were here to make sure the bulk of it stays with you, your family, and the organizations you care about.
We are experts at helping you determine and implement the right financial solutions to accomplish everything you want in life and more. Whether you work for a company, own a small business, or youre already retired, were here to help you build a financial wall to maximize and protect what youve worked so hard to earn. All you have to do is lay the first block and give us a call.
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General Information
Firm Start Year
1925
CRD#
1322835
Firm CRD#
110826
States Licensed in
Ak, Al, Ca, Co, Fl, Ga, Il, In, Md, Mi, Nc, Ne, Nj, Or, Pa, Tn, Tx, Va, Wa, Wi
Years of Experience in Financial Services
40
Number of Years with Current Firm
16
Work Experience
Spent 24 years as a commodities trader before transitioning into a 16-year career as a Financial Advisor. Specialize in financial planning, wealth management, and insurance protection, combining market expertise with strategic planning to help clients build and protect their wealth.
Work with the following types of clients
Businesses, Individual Investors
Foreign Languages Serviced
English
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, 401K Rollovers
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
RICP®, CLU®, LUTCF®, ChFC®
Securities Licenses
Series 6, Series 7, Series 63
Insurance and Annuity Licenses
Variable Life, Long Term Care, Disability, Accident, Annuity, Health, Life, Variable Annuity
Firm Information
Advisor's Number of Clients
250
Advisor's Number of Managed Clients
110
Advisor's Number of Planning Clients
30
Assets Managed by Advisor
$25,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$100,000
Compensation Methods
Commissions, Based on Assets, Hourly, Flat Fee
Fee % Based on Assets
1%
Hourly Rate
$300
Additional Details on Charges
There is no minimum fee charged for managed accounts it is only a fixed % based on asset size
Minimum Fee Charged for Hourly Planning Accounts
$300
Education
BA - Math
Grinnell College
08/12/1980 -05/13/1984
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892843/financialplanners-BlockWall-Strategies,-Inc-detailed-disclosure.html