Brett Alexander Lathrup
Investment adviser representative at Blankinship & Foster, LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$939.5MFirm 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
- Seminars and workshops
Experience
14 years in the industry.
- Blankinship & Foster, LLCNov 2024 to now
- Creative Money LLCJun 2022 to Oct 2024
- White Raven Financial Services, Inc.Jul 2019 to Jun 2022
- Washington State Emp. CuApr 2016 to Jul 2019
- LPL Financial LLCNov 2015 to Jul 2019
- Dixon GolfApr 2012 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, OR).
Blankinship & Foster, LLC
$939.5MAssets managed
290Clients
10Advisers
37 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
- 6554106
- Firm CRD
- 104795