Unclaimed
Blair Frederick Folkens is a registered representative of LPL Financial LLC. Blair is an active investment advisor in both the state of Minnesota and in the United States. Blair has been in the industry since December 15, 2014 and has experience with INVEST FINANCIAL CORPORATION as well as LPL Financial LLC. Blair has been registered in 10 states: Arizona, California, Indiana, Iowa, Minnesota, Nebraska, Ohio, South Dakota, and Wisconsin. Blair is licensed to sell variable life insurance products. Blair is also a notary public. Blair has expertise in a range of financial areas. Blair provides advisory services such as financial planning, portfolio management for individuals and businesses, and pension consulting. Blair also provides consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
02/14/2018 - Present
LPL Financial LLC (SLEEPY EYE MN)
MN
12/16/2014 - 02/14/2018
INVEST FINANCIAL CORPORATION (SLEEPY EYE MN)
BOTH
Issued 01/15/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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