Brian Blankenburg, Cws®
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Brian Blankenburg, Cws® Email & Phone Number

Wealth Advisor at Wilon Wealth Management at Wilon Wealth Management
Location: Des Moines, Iowa, United States 7 work roles 2 schools
1 work email found @wilonwm.com 2 phones found area 303 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email b****@wilonwm.com
Direct phone (303) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Wealth Advisor at Wilon Wealth Management
Location
Des Moines, Iowa, United States
Company size

Who is Brian Blankenburg, Cws®? Overview

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Quick answer

Brian Blankenburg, Cws® is listed as Wealth Advisor at Wilon Wealth Management at Wilon Wealth Management, a with 3 employees, based in Des Moines, Iowa, United States. AeroLeads shows a work email signal at wilonwm.com, phone signal with area code 303, and a matched LinkedIn profile for Brian Blankenburg, Cws®.

Brian Blankenburg, Cws® previously worked as Wealth Advisor at Wilon Wealth Management and Senior Private Client Wealth Advisor, AVP at Bankers Trust. Brian Blankenburg, Cws® holds Mba, Finance from City University Of Seattle.

Company email context

Email format at Wilon Wealth Management

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{first}@wilonwm.com
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AeroLeads found 1 current-domain work email signal for Brian Blankenburg, Cws®. Compare company email patterns before reaching out.

Profile bio

About Brian Blankenburg, Cws®

I help Physicians, Surgeons, Specialists, and other health professionals gain financial control and freedom, creating more time for the things they love, through our proven F.O.C.U.S. strategies.I am passionate about building strong, trustworthy relationships with my clients and being known as an important part of their success story, someone who they would refer to as a friend or family member.As a Certified Wealth Strategist® to health professionals and business owners, I know that managing both a business and finances is overwhelming and makes an already busy schedule even more hectic.The old way of doing business with four different financial professionals who help manage your wealth, risk, estate and corporate planning is time consuming, ineffective and costly. And trying to manage it all yourself can create a situation that is difficult to control.Our trustworthy F.O.C.U.S. Planning Process allows you, as a healthcare professional and/or business owner, to:✔ Eliminate complexities and time-consuming tasks associated with managing your financial life.✔ Gain clarity & confidence knowing that your wealth and risk portfolios are professionally managed to ensure a holistic approach.✔ Afford the lifestyle you work hard for by creating an income that lasts a lifetime, regardless of market fluctuations or uncertain times.✔Achieve peace of mind over YOUR financial future, so you can enjoy free time doing the things you love with those you love.I would like to show you how you can gain confidence, understanding and control over your complete financial picture, so you can take back your time and focus on what you care about most. Schedule a brief, 15 minute discovery call to learn more about how I can help you build a solid financial plan for your future.

Listed skills include Banking, Portfolio Management, Leadership, Credit, and 8 others.

Current workplace

Brian Blankenburg, Cws®'s current company

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Wilon Wealth Management
Wilon Wealth Management
Wealth Advisor at Wilon Wealth Management
urbandale, iowa, united states
Website
Employees
3
AeroLeads page
7 roles · 21 years

Brian Blankenburg, Cws® work experience

A career timeline built from the work history available for this profile.

Wealth Advisor

Current

2400 86th Street, Unit 32Urbandale, IA 50322414 West Main StreetSac City, IA 505839 Plaza Drive, Suite 4 Clear Lake, IA 50428Investment Advisory Services offered through Wilon Wealth Management, a registered investment advisor.

Jan 2022 - Present

Senior Private Client Wealth Advisor, Avp

Des Moines, Iowa Area

I help clients achieve their financial goals through personalized financial planning and advice. Using a consultative approach, I offer a broad range of products and services to meet your unique needs. My team and I have expertise in succession planning, multi-generational wealth, and retirement planning.Learn more about each of our services by clicking the link below or contact me for more information. https://www.bankerstrust.com/wm/Pages/Individuals_Families/PrivateClient.aspx

Nov 2017 - Dec 2021

Market Leader, Vp

West Des Moines, Ia

I lead the Wealth Management team in Iowa. I also work directly with affluent clients and provide comprehensive financial advice. This includes coordinating the team of specialists (banking, lending, investments, insurance, estate planning, charitable gifting, business succession planning and so much more) to prudently implement and monitor the client's customized plan.

Oct 2014 - Nov 2017

Senior Private Client Advisor, Vp

Greater Denver Area

The Senior Private Client Advisor is the first point of contact and the primary contact to Bank of the West's highest income/net worth clients portfolio with a focus on $250k affluent and $3.5M high net worth. I am responsible for managing a portfolio of clients; maximizing client engagement by assessing, understanding, and identifying clients banking and needs and providing or arranging a wide array of wealth advice. I am responsible for the Bank's highest-value Wealth Management clients.

Apr 2012 - Oct 2014

Financial Center Manager

Arlington/Ballston

May 2004 - Jun 2006
Team & coworkers

Colleagues at Wilon Wealth Management

Other employees you can reach at wilonwm.com. View company contacts for 3 employees →

2 education records

Brian Blankenburg, Cws® education

FAQ

Frequently asked questions about Brian Blankenburg, Cws®

Quick answers generated from the profile data available on this page.

What company does Brian Blankenburg, Cws® work for?

Brian Blankenburg, Cws® works for Wilon Wealth Management.

What is Brian Blankenburg, Cws®'s role at Wilon Wealth Management?

Brian Blankenburg, Cws® is listed as Wealth Advisor at Wilon Wealth Management at Wilon Wealth Management.

What is Brian Blankenburg, Cws®'s email address?

AeroLeads has found 1 work email signal at @wilonwm.com for Brian Blankenburg, Cws® at Wilon Wealth Management.

What is Brian Blankenburg, Cws®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 303 for Brian Blankenburg, Cws® at Wilon Wealth Management.

Where is Brian Blankenburg, Cws® based?

Brian Blankenburg, Cws® is based in Des Moines, Iowa, United States while working with Wilon Wealth Management.

What companies has Brian Blankenburg, Cws® worked for?

Brian Blankenburg, Cws® has worked for Wilon Wealth Management, Bankers Trust, Bank Of The West, Bellco Credit Union, and Bb&T.

Who are Brian Blankenburg, Cws®'s colleagues at Wilon Wealth Management?

Brian Blankenburg, Cws®'s colleagues at Wilon Wealth Management include Matthew Onstot, Cfp®, Connor Peck, Cfp®, and Drake Ellgren.

How can I contact Brian Blankenburg, Cws®?

You can use AeroLeads to view verified contact signals for Brian Blankenburg, Cws® at Wilon Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Brian Blankenburg, Cws® attend?

Brian Blankenburg, Cws® holds Mba, Finance from City University Of Seattle.

What skills is Brian Blankenburg, Cws® known for?

Brian Blankenburg, Cws® is listed with skills including Banking, Portfolio Management, Leadership, Credit, Finance, Loans, Consumer Lending, and Management.

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