Blake Wiskirchen
Blake Wiskirchen is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Mequon, WI, with 4 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
11649 N. Port Washington Rd. Suite #103, Mequon, WI, 53092
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Blake is the owner of Wiskirchen Financial Group, operating as a DBA since 2022 and dedicating nearly full-time hours, including trading activities. Since 2024, Blake also provides tax preparation services through Wiskirchen Financial Group, dedicating a few hours per week.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations1 state
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