JB
CFP
JB
CFP

Joann Blake

39 Years of Experience
Livonia, MI
BrokerSells Insurance

Joann Blake is a CFP-designated registered investment advisor, based in Livonia, MI, with 39 years of industry experience.

Location

27622 Five Mile Rd, Livonia, MI, 48154

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Joann is the treasurer/comptroller for Boys and Girls Bible Clubs and prepares taxes and bookkeeping at Radabaugh Financial Services, dedicating nearly full-time hours to the latter. She also sells various insurance products, including fixed annuities, term insurance, Medicare plans, and life insurance.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
April 2010 - September 2025 · 15 yrs 5 mos
Avantax Investment Services, INC.Broker
August 1986 - September 2025 · 39 yrs 1 mo
State Registrations5 states
FLMINCOHTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.