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Kevin Blake Perlberg

Blackhawk Capital Partners, LLC

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About Kevin Blake Perlberg

Kevin Blake Perlberg is a financial advisor with over 35 years of experience in the industry. Kevin has a strong background in securities, investment company products and variable contracts. Kevin holds licenses in multiple states and is a Registered Representative of Blackhawk Capital Partners, LLC. Kevin is also a Managing Partner at Blackhawk Capital Partners, LLC, a firm that specializes in providing financial planning and portfolio management services to high-net-worth individuals and families. Blackhawk Capital Partners, LLC is a registered investment advisor, and its clients have a wide range of needs and goals. Kevin is committed to providing personalized and comprehensive financial advice that is tailored to each client's unique circumstances.

Firm Information

Kevin Perlberg is currently registered with Blackhawk Capital Partners, LLC. Blackhawk Capital Partners, LLC is an investment advisor based in Thiensville, WI. The firm manages $244,144,700 in regulatory assets under management for 671 accounts. Blackhawk Capital Partners, LLC provides financial planning, portfolio management for individuals, and selection of other advisers. The firm has 4 licensed agents, 7 investment advisor representatives, and 3 registered representatives.
Blackhawk Capital Partners, LLC

167 S. MAIN STREET

THIENSVILLE, WI 53092

$244.14M

Assets Under Management

2

Total Clients

8

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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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.

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

Technology platform fee $12.50 per quarter

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Kevin Perlberg’s Registration & Firm History

WI

08/09/2024 - Present

Blackhawk Capital Partners, LLC (THIENSVILLE WI)

WI

11/18/2003 - 02/11/2011

QA3 FINANCIAL CORP. (THIENSVILL WI)

GA

12/21/1994 - 11/17/2003

FSC SECURITIES CORPORATION (ATLANTA GA)

WI

01/05/1990 - 01/06/1995

HARBOUR INVESTMENTS, INC. (MADISON WI)

IL

08/28/1987 - 01/10/1990

DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)

NA

04/08/1987 - 09/04/1987

B.C. CHRISTOPHER SECURITIES CO.

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Licenses & Designations

BC

Issued 03/10/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/01/1996

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/1987

Series 7 - General Securities Representative Examination

BC

Issued 04/07/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Kevin Blake Perlberg. Review regulatory record here.
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