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Brian B

Series 65, Series 66

Clear Lake, IA

Wilon Wealth Management

Brian Blankenburg is a financial advisor at Wilon Wealth Management with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Bank of the West and BancWest Investment Services. Outside of his advisory role, he is involved in real estate investing with family and friends and holds an insurance sales license. Wilon Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, generally requiring about $250,000 in investable assets. The firm offers comprehensive wealth management services with a planning-driven investment approach focused on diversified asset allocation, risk alignment, fee minimization, and tax efficiency.

General retirement planning Tax-loss harvesting Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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