Blake Prentiss Allen
Investment adviser representative at Pinion Wealth Management, LLC
24 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$837.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Purshe Kaplan Sterling InvestmentsMar 2018 to now
- Pinion Wealth Management, LLCSep 2006 to now
- Pinion Investment Advisors, LLC dba Pinion WealthSep 2006 to now
- Pinion Insurance Agency, LLCApr 2006 to now
- PinionJan 2002 to now
- Securities America, Inc.Jul 2006 to Mar 2018
- Maverick Farms, LLCJun 2006 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 6 states (CA, CO, IN, KS, MT, TX).
Pinion Wealth Management, LLC
Legal name: Pinion Investment Advisors, LLC
$837.1MAssets managed
615Clients
8Advisers
22 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
- 5187919
- Firm CRD
- 114556