BK
BK

Blake Krum

6 Years of Experience
Portage, MI
Broker

Blake Krum is a registered investment advisor at Raymond James & Associates, INC., based in Portage, MI, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

7995 Moorsbridge Rd, Portage, MI, 49024

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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 Director at Kalamazoo County State Bank, helping with strategic direction and compliance, dedicating minimal time. He is also a Board Member and Finance/Investment Committee Member for the non-profit Pretty Lake, reviewing financials and participating in strategic planning, also dedicating minimal time.

Employment History
Current Registrations
Raymond James & Associates, INC.
March 2020 - Present · 6 yrs 2 mos
Raymond James & Associates, INC.Broker
January 2020 - Present · 6 yrs 4 mos
State Registrations30 states
AKALAZCACOCTDEFLGAILINKYMAMDMINCNHNJNMNVNYOHORSCSDTNTXUTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.