Keri Blake
Keri Blake is a registered investment advisor at Wealthcare Capital Partners, LLC, based in Indianola, IA, with 16 years of industry experience. Keri is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 717 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
Maximum annual fee rate is up to 1.85%. Fees are negotiable at the sole discretion of the firm.
Fee Estimator
Location
1601 N. 14th St., Indianola, IA, 50125
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Regulatory History (1)
Customer Dispute
March 2020Other Business ActivitiesSells Insurance
Keri operates under the DBA Fellows & Blake for her Arkadios business and is dually registered as an Investment Advisor Representative and Registered Representative. She also sells fixed annuities through Advisor Excel, dedicating a few hours per week.
Employment History
Current Registrations
Wealthcare Capital Partners, LLC
Arkadios CapitalBroker
Previous Registrations
Wealthcare Advisory Partners LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
State Registrations10 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.
Exams
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