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Kylie B

Series 66

Okemos, MI

Blasen Capital Markets Group, LLC

Kylie Blasen is a financial advisor with Blasen Capital Markets Group, LLC, holding a Series 66 designation and two years of industry experience. She has worked at several firms including Cambridge Digital Asset Group, LLC and Finalis Securities LLC. Blasen is a licensed insurance agent, a partner at BlockFi Law DBA Blasen Law, and serves as consulting Chief Operations Officer for A Vita Nova PLLC. Blasen Capital Markets Group operates under Cambridge Digital Asset Group, LLC and provides portfolio management and pension consulting services to pension and profit-sharing plans, high-net-worth individuals, and institutional clients. The firm employs risk-based model portfolios combined with fundamental, quantitative, technical, and modern portfolio theory analyses, following a generally long-term, buy-and-hold investment approach.

Options & derivatives strategies Private / alternative investments Concentrated stock management Active portfolio management Executive Founder/Business Owner
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Thomas B

Series 63, Series 65, Series 66

Okemos, MI

Blasen Capital Markets Group, LLC

Thomas Blasen is a financial advisor with Blasen Capital Markets Group, LLC and holds Series 63, 65, and 66 licenses. He has 18 years of industry experience and has held roles at several firms including Cambridge Digital Asset Group, LLC and Finalis Securities LLC. Outside of advisory work, he is an attorney and owner of BlockFi Law, LLC and is part owner of Lloyd Capital, LLC, a consulting and marketing firm. Blasen Capital Markets Group, operating as Cambridge Digital Asset Group, LLC, provides portfolio management and pension consulting services to pension and profit-sharing plans, high-net-worth individuals, and institutional clients. The firm uses risk-based model portfolios and combines fundamental, quantitative, technical, and modern portfolio theory analyses with a long-term, buy-and-hold investment approach.

Options & derivatives strategies Private / alternative investments Concentrated stock management Active portfolio management Executive Founder/Business Owner
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