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President · Pinion Wealth Management, LLC

Blake P. Allen

CRD 5187919 · Named on Form ADV at one SEC-registered adviser

At a glance

Pinion Wealth Management, LLC, an SEC-registered wealth manager based in Wichita, KS with $837 million in regulatory assets, lists Blake P. Allen on its Form ADV as President, a control person.

Firms and roles

AtlasMembers

Blake’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2006 (20 years)
Designations
Certified Financial Planner
Exams
Series 63
Registered in
6 states
Also a broker representative
Yes
Disclosures on record
None

AtlasMembers

Blake’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
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Previous firms, with start and end dates
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Employment history
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States they’re registered in
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Outside business activities
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When they joined their current firm, and their firm’s growth
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Blake’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.