Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Blaskowski is a financial professional with over 15 years of experience in the industry. Alan is currently registered with Oneamerica Securities, Inc. and has previously held positions at BMO HARRIS FINANCIAL ADVISORS, INC. and M&I FINANCIAL ADVISORS, INC. Alan specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for both businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IN
10/01/2015 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
WI
01/30/2015 - 10/01/2015
BMO INVESTMENT DISTRIBUTORS, LLC (MILWAUKEE, WI)
WI
08/01/2012 - 01/30/2015
BMO HARRIS FINANCIAL ADVISORS, INC. (MILWAUKEE WI)
WI
11/22/2007 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (MILWAUKEE WI)
BC
Issued 10/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Alan Blaskowski is the right advisor for you? Invested Better is here to help.
