A complete list of active advisors currently associated with Blackhawk Capital Partners, LLC

Warmer can help you find a great advisor at Blackhawk Capital Partners, LLC or one who fits your needs even better.

Blackhawk Capital Partners provides investment advisory and financial planning services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other business entities. The firm offers discretionary portfolio management, selection and oversight of third‑party money managers (TPMMs), wealth and business planning, model portfolio provisioning and sub‑advisory services, managing roughly $450–452 million for about 300 clients through a team of seven advisors. Portfolios are managed to each client’s goals, time horizon and risk tolerance, with Blackhawk frequently seeking limited discretionary authority to implement asset allocation, security selection and ongoing monitoring; the firm uses quantitative optimization, technical and computer‑based models and third‑party research and technology vendors (including Orion for billing and reporting). Blackhawk also operates as a model portfolio provider and sub‑adviser, publishing a proprietary Blackhawk Dividend Growth Strategy to third‑party platforms and rebalancing models at least monthly while conducting account reviews at least quarterly. The brochure discloses a set of business features that are less common among peers: several advisory personnel are registered representatives of United Planners (and the firm holds a reported 0.27% ownership interest in that broker‑dealer), some advisory personnel may receive commission‑based compensation and insurance commissions, and the firm participates in broker‑dealer/custodian programs that can create economic conflicts of interest. The firm also notes an economic incentive to utilize its proprietary model strategies when available on separate account platforms and describes multiple fee and commission arrangements (including use of TPMMs and sub‑advisory platforms) that clients should consider when evaluating conflicts of interest.

To learn more about the advisors currently working at Blackhawk Capital Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.