Blake Allen has been President of Pinion Investment Advisors since March 2012, is a control person of the firm and directly owns under 5% of it. Blake Allen holds a Bachelor of Business Administration in finance and accounting from Fort Hays State University.
Pinion Investment Advisors, LLC is a Wichita, KS firm with $837M under management, 615 clients and 8 advisers across 4 offices, as of its May 2026 filing.
Blake P. Allen leads the Pinion Wealth group from its Wichita office. He works with high-net-worth individuals and business owners, and his experience includes income and estate tax planning, entity design and transactional planning.
- – present · 20 yearsWichita, KS · Adviser representative · Firm CRD 114556
Professional designations
Listed by Pinion Investment Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Blake Allen is registered as an investment adviser representative in 6 states. The first approvals date from September 2006; the most recent is Indiana, in February 2024.
- CaliforniaSince 9 January 2023
- ColoradoSince 24 September 2008
- IndianaSince 6 February 2024
- KansasSince 7 September 2006
- MontanaSince 6 January 2023
- TexasSince 13 April 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 52TO | Municipal Securities Representative Examination | 2 January 2023 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 13 October 2011 |
| Series 53 | Municipal Securities Principal Examination | 23 September 2011 |
| Series 7 | General Securities Representative Examination | 2 August 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 July 2006 |
- Name
- Municipal Securities Representative Examination
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Blake Prentiss Allen
- CRD
- 5187919
- Firm
- Pinion Investment Advisors · CRD 114556
- Role
- President
- Office
- 1605 N WATERFRONT PARKWAY, SUITE 200, Wichita, KS 67206
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2006
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- pinionwealth.com
Where does Blake Allen work?
Blake Allen has been President of Pinion Investment Advisors, LLC since March 2012, and is a control person of the firm.
Is Blake Allen a financial advisor?
Yes. Blake Allen has a current investment-adviser registration in California, Colorado, Indiana, Kansas, Montana and Texas, through Pinion Investment Advisors since September 2006.
How many years of experience does Blake Allen have?
Blake Allen has 20 years in the financial industry, since August 2006, across 1 adviser firm.
What exams has Blake Allen passed?
Blake Allen has passed 6 licensing exams: the Series 63, Series 7, Series 53, Series 24, Series 52TO and Series 99TO. The earliest, the Series 63, was passed in July 2006. FINRA credited Blake Allen with the SIE, which began in October 2018.
Where is Blake Allen based?
Blake Allen’s registered office is in Wichita, KS.
Is Blake Allen registered with FINRA?
Yes. Blake Allen has a current broker registration, under CRD 5187919.
Source: FINRA BrokerCheck
Is Blake Allen a CFP?
Pinion Investment Advisors lists Blake Allen with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Blake Allen’s record?
Search CRD 5187919 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Blake Allen’s full registration record.