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Deborah Blankenship

Advisor at OSAIC

Updated today

Location

Benton, KY 42025

Credentials

CFP®, Series 63

Industry experience

24 years

About

Deborah Blankenship is a CFP® with 24 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. She has been president of The Life Associates, Inc., an S Corporation focused on health and life insurance products, since 2001. Blankenship retains her property and casualty license but does not actively sell these products. OSAIC is a large financial services firm serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm combines technology-driven portfolio management tools with a broad range of investment options and supports thousands of advisors across multiple platforms.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities

Occupation focus

Based on OSAIC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth individuals; Non-Discretionary Investment Advisory Services fixed fees from $500 to $15,000; Retirement Plan Consulting Services fixed fees from $1,000 to $100,000.

Percentage

$0 - $5,500: Negotiable, varies by Advisory Representative and program $5,500 - $10,000: Negotiable, varies by Advisory Representative and program $10,000+: Negotiable, varies by Advisory Representative and program

Commissions

Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.

Project-based

$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.

Other

Account minimum: $5,500 to $10,000 depending on program Fee-only: Advisory fees negotiated individually by Advisory Representatives; often asset-based fees with wrap or non-wrap structures; fees can be up to 3% annually for Plan Participant Retirement Program; fee schedules vary by program and Advisory Representative.

Location

908 Poplar St.

Benton, KY 42025

Most active in

Kentucky · Texas

Work history

OSAIC

2024 - Present (2 years)

The Life Associates

2001 - Present (25 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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