Kevin Perlberg
Kevin Perlberg is a CFP-designated registered investment advisor at Blackhawk Capital Partners, LLC, based in Thiensville, WI, with 38 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 295 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blackhawk Capital Partners' investment management fee is agreed upon between you and your advisor and may be negotiable. The total managed account fee includes Blackhawk's advisory fee (up to 3.0%, negotiable) plus a separate account manager fee if a third-party platform is used (non-negotiable). A quarterly fee of $12.50 is charged to cover Orion's administration costs. Fees are based on the value of your portfolio at the end of the prior quarter and are paid quarterly in advance. You can cancel at any time, and any unearned prepaid fees will be refunded.
Location
167 S. Main Street, Thiensville, WI, 53092
Get directionsHistory
Regulatory History (4)
Customer Dispute
June 2021Customer Dispute
August 2020Customer Dispute
January 2010Customer Dispute
January 2001Other Business ActivitiesSells Insurance
Kevin is a managing partner at Blackhawk Capital Partners, LLC, and a partner at KPDT, LLC, involved in real estate. He is also an owner/producer at Lion Street and a partner at Blackhawk Capital Partners, LLC, selling non-variable insurance products.
Employment History
Current Registrations
Blackhawk Capital Partners, LLC
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
United Planners' Financial Services of America a Limited Partner
Qa3 Financial LLC
Qa3 Financial CORP.Broker
K. P. Financial, INC.
Fsc Securities CorporationBroker
Harbour Investments, INC.Broker
Dreher & Associates, INC.Broker
B.C. Christopher Securities CO.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.