Santo Blumke
Investment adviser representative at Citizens Securities, Inc.
10 yearsExperience
1 stateRegistered in
$12.9BFirm assets
23 yearsFirm in business
Are you Santo Blumke? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Citizens Securities, Inc.Jul 2022 to now
- Fifth Third SecuritiesSep 2020 to Jul 2022
- The Huntington Investment CompanyFeb 2020 to Sep 2020
- Hd Vest Advisory ServicesFeb 2019 to Feb 2020
- Hd Vest Insurance Agency, LLCFeb 2019 to Feb 2020
- Hd Vest Investment ServicesFeb 2019 to Feb 2020
- Jmvc Professional ServicesFeb 2019 to Aug 2019
- Concorde Asset Management, LLCJan 2019 to Feb 2019
- Concorde Investment Service, LLCJan 2019 to Feb 2019
- Spire Investment PartnersOct 2017 to Dec 2018
- Fsc Securities CorpDec 2016 to Oct 2017
- UnemployedSep 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (MI).
Citizens Securities, Inc.
$12.9BAssets managed
60,545Clients
705Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2617061
- Firm CRD
- 39550