Blaise Willing Milanek
Investment adviser representative at Independence Square Holdings, LLC
13 yearsExperience
1 stateRegistered in
$1.8BFirm assets
7 yearsFirm in business
Are you Blaise Willing Milanek? 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 assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Independence Square Holdings, LLCAug 2022 to now
- LPL Financial, LLCJun 2021 to now
- Lehigh UniversitySep 2017 to Jun 2021
- Conestoga High SchoolJun 2013 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
Independence Square Holdings, LLC
$1.8BAssets managed
2,648Clients
40Advisers
7 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
- 6528139
- Firm CRD
- 300139