BS
BS

Blake Ryan Schaper

7 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
3,152 clients
Average Client Portfolio
$873K average
Assets Under Management
$2.8B

Fee Structure

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Location

3550 Lenox Road Ne, Suite 2550, Atlanta, GA, 30326

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Blake is a managing member and director of planning at Mountain Crypto Advisers, LLC, a crypto financial planning firm, spending a few hours per week. He is also a managing member at Brookhaven Tax & Accounting Professionals, LLC, and co-founder/CFO of Armis Strategies, LLC, a licensed insurance agency selling life and annuity products, dedicating a few hours per week to each. Additionally, Blake serves as an Army Aviator in the Georgia Army National Guard.

Employment History
Current Registrations
Bison Wealth, LLC
February 2019 - Present · 7 yrs
Previous Registrations
Advocacy Wealth Management, LLC
January 2018 - January 2019 · 1 yr
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.