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Blake Bir

9 Years of Experience
Cincinnati, OH
Broker

Blake Bir is a registered investment advisor at Cetera Investment Advisers LLC, based in Cincinnati, OH, with 9 years of industry experience. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

312 Walnut St, 16th Fl, Cincinnati, OH, 45202

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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 Activities

Blake is a financial professional with North Star Resource Group since August 2023, conducting business as a DBA for financial services. This requires minimal time commitment.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
July 2023 - Present · 3 yrs
Previous Registrations
Securian Financial Services, INC.
June 2017 - August 2023 · 6 yrs 2 mos
Securian Financial Services, INC.Broker
December 2016 - August 2023 · 6 yrs 8 mos
State Registrations25 states
AZCACTFLGAILINKSKYLAMAMDMIMONDNVNYOHORPATXUTVTWAWI
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.