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Blaise Willing Milanek

Independence Square Holdings, LLC

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About Blaise Willing Milanek

Blaise Willing Milanek is a financial advisor with Independence Square Holdings, LLC, a registered investment advisor. Blaise is registered with FINRA and has been active in the industry since February 2022. Blaise offers a wide range of services including financial planning, pension consulting, publication of periodicals, and portfolio management for individuals. Blaise holds Series 7TO, SIE, and Series 66 licenses and has a strong track record of helping clients achieve their financial goals.

Firm Information

Blaise Milanek is currently registered with Independence Square Holdings, LLC. Independence Square Holdings, LLC is a registered investment advisor headquartered in King of Prussia, PA. The firm manages approximately $1 billion to $10 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. They offer a range of services, including financial planning, portfolio management, and cash management services.
Independence Square Holdings, LLC

150 SOUTH WARNER ROAD

KING OF PRUSSIA, PA 19406

$1.15B

Assets Under Management

50

Total Clients

27

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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cash management & mortgage services

Cash management & mortgage services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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Blaise Milanek’s Registration & Firm History

PA

08/23/2022 - Present

Independence Square Holdings, LLC (KING OF PRUSSIA PA)

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Licenses & Designations

BOTH

Issued 07/01/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/03/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/12/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Blaise Willing Milanek.
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