Blake
Warner
Spc
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About this Advisor
Blake Warner is a financial advisor based in Mount Prospect, Illinois, working with Spc. Blake has previously held positions at Veolia Water Tech, Anchor Brake Shoe, Sigma Financial Corporation, and Sigma Planning Corporation. Blake has passed the Series 66 regulatory exam and is registered to provide services in multiple states, including Arizona, California, Colorado, Florida, Illinois, Indiana, Iowa, Kentucky, Maryland, Michigan, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Texas, Virginia, Washington, and Wisconsin. Currently, Blake is part of Spc, which operates out of Mount Prospect, Illinois. The firm has 361 offices and 470 employees. The firm manages assets totaling $5.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Spc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Spc Brokerage Details
$5,562,939,194
470
30,541
$182,147
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Blake Warner Work History
Sigma Financial Corporation
Sigma Planning Corporation
Anchor Brake Shoe
Veolia Water Tech
Disclosures
Please visit the SEC profile of Blake Warner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
